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

The Statements tile displays the account statements. For a multi-currency account, it displays the statements of the sub-accounts. You can scroll the different sub-accounts by clicking the Dots on the tile as shown in the image below. The statements presented are based on the preferences set in the Statement Preferences data entry screen during the account creation. For more information on adhoc statement requests, see Account Statement Request. For more information on setting statement preferences for the account, see Step 10 in Account Creation.

Figure 3-12 Statement Tile

Description of "Figure 3-12 Statement Tile"

1. View the account Statements.
   1. Click the Account Number in the Statements tile.
      The Statements dialog displays the Primary tab listing the primary statements generated.

      Figure 3-13 Primary Statements

      
      

      
      Description of "Figure 3-13 Primary Statements"

      
      

      Table 3-8 Statement Details- Column Description of the Primary Statement Details table

      Field / Tab Name	Description
      Statement Type	Displays the statement format.
      Address Type	Displays type of the address from the following: HOA- Head Office Address ROA- Registered Office Address BOA- Branch Office Address COA- Communication Address
      Media Type	Displays the address type to deliver the statement from the following: Email, Mail, Fax, or Swift.
      Statement Date	Displays the date on which the statement was generated.
      From Date	Displays the start date of the generated statement.
      To Date	Displays the end date of the generated statement.
      Action	Click to open and view the generated statement.

   2. Click in the Action column.
      The View Document dialog displays the statement in a new browser window or tab.

      Note:

      You can download the statements from the browser window.
2. Click the Adhoc tab.
   The adhoc statements display.

   Note:

   The column descriptions of the table are the same as shown in Step 1.a.
3. Click the Secondary tab.
   The secondary statements are generated as per the setting in the statement preferences.

   Note:

   The column descriptions of the table are the same as shown in Step 1.a.
4. Click the Tertiary tab
   The tertiary statements are generated as per the setting in the statement preferences.

   Note:

   The column descriptions of the table are the same as shown in Step 1.a.