VIEW Statement

Users should be able to keep track of transactions that are performed on their loan accounts. The account statement feature enables user to view details of all transactions made in their loan accounts. The account statement feature displays all debit and credit entries along with the transaction amount and reference details.

Transaction filters are provided to enable search based on certain criteria. A user can search transactions on the basis of period and transaction type (debit only, credit only or both).

Transaction details are fetched online and displayed on the screen. The Download Statement link provided, enables saving a copy of the activities displayed on the page.

You are here How to reach here:

Dashboard > My Accounts > Loans and Finances > More options > View Statement
OR
Dashboard > Toggle menu > Accounts > Loans and Finances > View Statement

 

Field Name

Description

Account Number

The loan account number in masked format along with the account nickname. The account number will be masked as per account number masking configurations.

For more information on Account Nickname, click here.

Filter/ Options

Transaction Period

Filters to view the transactions of a particular period.

The options are:

  • Current Period
  • Previous Month
  • Previous Quarter
  • Select Date Range

Date Range

The search option by which to view transactions for a specific period. This option is enabled when ‘Select Date Range’ is selected as transaction period.

Transaction Description

Filters to view the transactions based on description.

The options are:

  • All
  • Debits Only
  • Credits Only

To generate the statement:

  1. From the Transaction Period list, select the appropriate option.
  2. If you select the ‘Select Date Range’ option, specify the date range in the From and To Date fields.
  3. From the Transaction Description list, select the appropriate option to further customize the statement.
    Based on selected criteria, the loan statement is displayed.
 

Field Name

Description

Date

The date on which the transaction took place.

Description

A short description of the transaction.

Reference No

The transaction reference number.

Amount

The amount for which the transaction took place.
  1. Click the download statement link to download the transaction details in the format of choice..

Pre-Generated Statement

Pre-generated statements are statements that have been generated by the system for an account in the past. Through this option, the user can view statements that have been generated in the past.

You are here How to reach here:

Dashboard > My Accounts > Loans and Finances > More options > View Statement > Pre-Generated Statement
OR
Dashboard > Toggle menu > Accounts > Loans and Finances > View Statement > Pre-Generated Statement

Pre-Generated Statement

Field Name

Description

Select a period to download your pre-generated statements.

Period

Year

The user is required to select a year as the first step in selecting a period.

Months

The user is required to specify the month, after having specified a year, so as to be displayed the statements generated for that particular month of the defined year.

Statement Number

Statement reference number.

From

Start date of the date period for which the statement is generated.

To

End date of the date period for which the statement is generated.

Download

Click the link to download the specific statement.
  1. From the Period lists, select the desired year and month to be displayed all the statements generated within that period.
  2. Click Search to be displayed all statements generated within the specified period.
  3. Click on the link (.pdf) available against any statement record to Save that particular statement.

Home