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Topics
Business · Account management: settings, statements, plans and billing · Account statements

Monthly statement

Monthly statements can contain the following information:

  • Company name
  • Registered address
  • Opening and closing balance from a selected currency account
  • Transaction types within the chosen month
  • Transaction summary with each selected currency account on a separate page

Access your monthly statement

  1. Go to 'Home' on the main menu
  2. Click the three dots '...' beside your balance and select 'Statements'
  3. Choose 'Monthly statement'
  4. Select your currency accounts
  5. Choose the date range, file type (PDF, CSV or XML), and if you want a signed and stamped document
  6. Click 'Generate' to download a file or share the statement via email 

Can't access statements

To download statements, you need permissions to manage accounts. Ask your account owner or admin to grant you access.