Need to download your transaction statements for reconciliation or audit purposes? Follow this simple step-by-step guide.
Need to know more about Provisional and Final Statements? You can read more about it here.
Step 1: Go to the Statements menu from the sidebar panel.
Step 2: Statements are available at both the wallet level and consolidated wallets. Select your preferred wallet from the top-right corner of the Statements menu.
Step 3: Choose the type of statement you need—Provisional or Final. Click the Download button based on your requirement.
Step 4: Select the format and review the available options:
If you need a statement for a specific accounting tool, choose the relevant template.
If you require a PDF statement, select Generic (PDF format).
For a CSV statement, select Generic (CSV format).
Once selected, click Generate Download.
Step 5: You'll see a banner at the top of the page indicating that your download is being prepared. Once ready, the banner will turn green—simply click the Download button to get your statement.
