How can I download a statement of balances?
A statement of balances is a document showing available funds in your account on a specific date. You can download your statement of balances as a PDF:
- Go to Settings (click on your name at the top left corner of the screen)
- Open Account & documents → Statements → Statement of balances
- Select a date
- Hit Generate to get a file or share the statement via email (if you do this, we highly recommend protecting your document with a password)
Documents are downloaded in the language your web app or mobile device is currently set to. To change the language on the web app, go to Settings → App settings → Language → pick a language from the list. Mobile app language can be changed in your device settings.
What if I can't get a statement?
You need permissions to manage accounts to download statements. Ask your account owner or admin to grant you access. If you’re still unable to get a statement, feel free to raise a support request.