7.2 Request Statement

This topic describes the statement request feature, which enables users to request a physical copy of their account statement from the bank for a specified period.

This physical copy will be mailed to the user’s address registered with the bank.

To request for a Statement

1. Perform anyone of the following navigation to access the Request Statement 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 Request Statement.
   • From the Search bar, type Term Deposits – Transactionsand press Enter, and then click on the More Actions, and then click Request Statement.
   • From the Search bar, type Term Deposits – Request Statement

   The Request Statement screen appears.

   Figure 7-4 Request Statement

   
   

   
   Description of "Figure 7-4 Request Statement "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 7-3 Request Statement - Field Description

   Field Name	Description
   Account Number	Select the deposit account number for which statement has to be requested
   Balance	The deposit account balance is displayed.
   From Date	The user is required to specify the start date from which the account statement is required.
   To Date	The user is required to specify the date until when the statement is required.

2. From the Account Number list, select the account number for the account statement.
3. From the From Date list, select the start date of the account statement.
4. From the To Date list, select the end date of the account statement.
5. Perform one of the following actions:
   • Click Submit to submit the cheque book request.
   • Click Cancel to cancel the transaction.
6. The Confirmation popup appears.
   Perform one of the following actions:

   • Click Yes to proceed.
   • Click No to cancel the transaction.
7. The success message along with the transaction reference number appears.
8. Perform one of the following actions:
   • Click Transaction Details to view the details of the transaction.
   • Click on the View Accounts link to visit Term Deposit Summary page.
   • Click on the Term Deposit Detailslink to view the deposit account details.
   • Click on the Go To Dashboard link to navigate back to dashboard page.