7.3 Pre-generated Statement

This topic describes the functionality that enables users to download pre-generated statements.

The customer can view /download the last 10 pre-generated statements for the selected period.

To download pre-generated statements:

1. Perform anyone of the following navigation to access the Pre-generated Statements screen.
   • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Deposits Accounts tab, and then click Deposits Account Number. From the Deposits Details page, click on the More Actions, and then click Pre-generated Statements.
   • From the Search bar, type Term Deposits – Transactionsand press Enter, and then click on the More Actions, and then click View Pre-generated Statements.
   • From the Search bar, type Term Deposits – Pre-generated Statements

   Displays the last pre-generated statements on the Pre-generated Statement screen.

   Figure 7-5 Pre-generated Statement

   
   

   
   Description of "Figure 7-5 Pre-generated Statement"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 7-4 Pre-generated Statement - Field Description

   Field Name	Description
   Account Number	The deposit account number in masked format for which statement has to be requested.
   From Date	Start date of the date period for which the statement is generated.
   To Date	End date of the date period for which the statement is generated.
   	Click on the icon against a statement to download the specific record.

2. Click the generate the statement for the desired period.
   The Filter overlay screen appears.

   Figure 7-6 Pre-generated Statement - Filter Criteria

   
   

   
   Description of "Figure 7-6 Pre-generated Statement - Filter Criteria"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 7-5 Pre-generated Statement - Filter Criteria - Field Description

   Field Name	Description
   Year	The year for which the statement is required
   Month	The month for which the statement is required.

   1. From the Year list, select the year for which the pre-generated statement is required.
   2. From the Month list, select the month for which the pre-generated statement is required.
   3. Click Apply to search amongst the pre-generated statements. The Pre-generated statement appears based on entered criteria for the selected period.

      OR

      Click Cancel to cancel the transaction.

3. Click the icon against any record (.pdf)to download the statement in password protected .pdf format.