How to Generate Statements in the Settings Area
You can easily generate client statements of account in the Settings area to review funding sources, track expenses, and support reporting or audits. This feature allows you to download PDF statements for one or multiple clients based on your selected date range and filters.
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1. Go to Settings.
2. Click Exports.
3. In the Generate Export page, complete the required fields:
- Set Export Type to Print Statement (Bulk).
- Select the relevant Branch.
- Choose the appropriate Timezone.
- Select the From and To dates.
4. (Optional) If you want to limit the statement to specific clients, turn on Limit to Selected Clients, then choose the clients.
5. Click Generate Statement to download the PDF file.
