VIEW Statement

Customers should be able to keep track of the transactions being performed on their accounts. The View Statement feature enables customers to view the details of all transactions performed in their deposit accounts. All the debit and credit entries along with each transaction amount and reference details are displayed.

Filters are provided for the customer to view transactions performed on the account within a certain period and also based on type of transaction i.e. whether the transaction was a debit, credit or both.

Additionally, customers can also download the account statement, and request for adhoc statements from this page.

You are here How to reach here:

Dashboard > My Accounts > Term Deposits > View Statement
OR
Toggle Menu > Accounts > Term Deposits > View Statement

Field Name

Description

Account Number

The deposit account number of which statements are being viewed, is displayed.

Filter section

Transaction Period

Filters to view the transactions of a specific period.

The options are:

  • Current Month
  • Previous Month
  • Previous Quarter
  • Date Range

Date From / To

Facility to specify a date range so as to view the activity performed within the specified period.

This field appears if the customer selects the Select Date Range option from the Transaction Period list.

Transaction Description

Filter to view the transactions based on transaction type.

The options are:

  • All
  • Debits Only
  • Credits Only

Statement Records

Date

The date on which the activity was performed.

Description

A short description of the transaction.

Reference No

The reference number of the specific transaction.

Amount

The transaction amount along with the debit or credit indicator.

To view the statement:

  1. From the Account Number list, select the appropriate account for which you want to view the statement.
    This step is required only if this screen has been navigated to from the Toggle Menu.
    The View Statement page is displayed.
  2. From the View Options list, select the appropriate transaction period and transaction type.

  3. From the Transaction Period list, select the appropriate period.
  4. From the Transaction Type list, select the appropriate option.
  5. Click Apply Filter to generate a statement based on the defined criteria. The statement is generated and displayed based on filter criteria.
  6. Click Download , and select the download format to download the statement. The customer can download in .csv, MT940, .pdf, .qif, and .ofx format.
    OR
    Click Reset to clear the filter criteria entered.

E-statements

The ‘E-statement’ feature enables users to subscribe for e-statements. Once the user has subscribed for e-statements, he/she will receive regular statements of the account on an email address that is registered with the bank.

Using this facility, the user is also able to unsubscribe for e-statements, after which he will no longer receive statements for the specific account.

You are here How to reach here:

Dashboard > Toggle menu > Accounts > Term Deposits >View Statement > E-Statements

To subscribe to e-statements:

  1. Click the E-Statements link to subscribe to e-statements.
  1. A pop-up is displayed containing a link enabling the user to subscribe for e-statements.
  2. Click Subscribe to start receiving monthly statements on your registered email address.
  3. A message confirming subscription for e-statements appears.
    Click OK to complete the transaction.
    OR
    Click on the Back to Dashboard link to go back to the Dashboard screen.

Note:
If the user has subscribed for monthly e-statements, the pop up will contain a link to enable the user to unsubscribe for e-statements;
(1) Click the E-statements link to unsubscribe for e-statements. A pop-up is displayed containing a link enabling the user to unsubscribe for e-statements.
(2) Click Unsubscribe to stop receiving monthly statements on the registered email address.
(3) Click Proceed to confirm un-subscription for e-statements. A message confirming un-subscription for e-statements is displayed. .

Request Statement

Users can request for physical copies of the deposit account statement from the View Statement screen as well as by selecting the Request Statement option on the menu.
The Request Statement feature has been documented under section Request Statement.

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 > Term Deposits > View Statement > Pre-Generated Statement

Field Name

Description

Period

Year

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

Month

The customer 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 Records

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. Click Search to be displayed all statements generated within the specified period.
  2. Click on the link (.pdf) available against any statement record to Save / Print that particular statement.

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