Account statements
Account statements give a summary of the financial activity of one account. They 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
- Go to 'Home' on the main menu
- Click the three dots '...' beside your balance
- Select 'Statements'
- Choose ‘Account statement'
- Select your currency account. Each currency account will have an individual statement generated
- Choose the date range — per day, per month, or per year
- Choose the file type. We support PDF, CSV, and XML (Camt.053) formats
- Choose whether you want a signed and stamped document (only available for PDF format)
- 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.