10.2 View Pre-generated Statement

To download pre-generated statements:

Navigation Path:

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

OR

From the Search bar, type Term Deposits – Transactionsand press Enter, and then click on the More Actions, and then click View Pre-generated Statements

OR

From the Search bar, type Term Deposits – Pre-generated Statements

To download pre-generated statements:

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

   Figure 10-4 Pre-generated Statement

   
   

   
   Description of "Figure 10-4 Pre-generated Statement"

   
   

   Figure 10-5 Pre-generated Statement - Filter Criteria

   
   

   
   Description of "Figure 10-5 Pre-generated Statement - Filter Criteria"

   
   

   Table 10-3 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.
   Filter Criteria
   Year	The year for which the statement is required
   Month	The month for which the statement is required.

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

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