3.1.4 Statement Preferences

View the statement preferences of an account by following the instructions provided in this topic.

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 3-14 Statement Preferences Tile



  1. View the account Statement Preferences.
    1. Click the required primary, secondary, or tertiary statement type field in the Statement Preferences tile.
      The corresponding dialog displays the Primary, Secondary, or Tertiary Statement Preference details.

      Figure 3-15 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.