Generating an Account Statement

Step 1: Access the Accounts Section

• From the left-hand navigation menu, click on “Accounts”.
• Alternatively, you can select a specific account directly from the dashboard overview

Step 2: Select the Account

• Identify and click on the specific account for which you wish to generate a statement.

Step 3: Click on the “Statement” Button

• Once inside the selected account view, locate and click the “Statement” button beside other account tools like “New payment” and “Currency exchange”.

Step 4: Choose the Statement Period

• Click on the date range selector that, by default, shows “Current week”.

Step 5: Set the Desired Date Range

• A dropdown will appear with options such as:
• Today
• Yesterday
• Current week
• Current month
• Start of account
• You may also manually select a custom date range from the calendar interface.

Step 6: Confirm the Date Selection

• Once the desired date range is selected, click on the “Done” button to apply it.

Step 7: Download the Statement

• After filtering the statement to the correct date range, click on the “Download” icon.
• Choose your preferred file format: PDF (.pdf) or CSV (.csv).
• The file will begin downloading and will be available in your computer’s “Downloads” folder.

This process is visually illustrated across in the document, with annotated screenshots guiding each step clearly.