3.1.4 Account Search - Statement Preferences

This topic explains the systematic instructions to view the statement preferences of an account.

User can search for the required account and open the 360 view of the account. To find and view the account, see Account Search.

The Statement Preferences tile displays the primary, secondary, and tertiary statement types. The statement preferences are configured in the Statement Preferences data entry screen during the account creation. For more information on setting statement preferences, see Step 10 in Account Creation.

Figure 3-15 Statement Preferences Tile

Description of "Figure 3-15 Statement Preferences Tile"

1. To view the account statement preferences details, follow the step below:
   1. In the Statement Preferences tile, click the required primary, secondary, or tertiary statement type field.
      The corresponding dialog displays the Primary, Secondary, or Tertiary Statement Preference details.

      Figure 3-16 Statement Preference Details - Primary Statement

      
      

      
      Description of "Figure 3-16 Statement Preference Details - Primary Statement"

      
      

      Note:

      For more information on the fields in the Statement Preferences dialog, see Step 10 in the Account Creation topic.
2. Click Close.