We have made four different account statements available to all business owners.
Each statement type is tailored to suit the specific need of the business. Let us walk you through what they are and how to take advantage of this feature.
Standard Statement:
The standard statement report provides business owners with a comprehensive summary of their account activity. It offers a consolidated view of transactions and balances, allowing users to quickly review their financial information at a glance.
With this type of statement, business owners can specify the start date for the desired statement period, and the end date for the desired statement period as well as export the statement in either PDF or Excel formats.
To download a standard statement, follow the instructions below:
- Sign in to your account as a business owner
- Select business owner profile
- Click on the side menu and select businesses
- Click on download statement
- Click on statement type and select standard statement
- Select the date range and file type
- Click on export to download the file to your device
Extended Statement:
Building upon the standard statement, we have introduced the extended statement report. This report provides Business Owners with more detailed information about their account activity.
It includes additional data such as charges, commissions, source and destination information, enabling users to gain deeper insights into their financial transactions. With this type of statement, business owners can specify the start date for the desired statement period, and the end date for the desired statement period as well as export the statement in either PDF or Excel formats.
To download an extended statement, follow the instructions below.
- Sign in to your account as a business owner
- Select Business Owner profile
- Click on the side menu and select businesses
- Click on Download Statement
- Click on statement type and select extended statement
- Select the date range and file type
- Click on export to download the file to your device
Daily Business Summary Statement:
To cater to our Business Owner’s specific business needs, we have introduced the daily business summary statement report. This report presents a detailed breakdown of account activity on a per-business basis. It includes information such as the total gross amount, total net amount, total charges, and total transfers for each day. This report empowers Business owners to monitor their daily business performance more effectively.
With this type of statement, business owners can specify the desired date for the statement report as well as export the statement in either PDF or Excel
To download a daily business summary statement, follow the instructions below.
- Sign in to your account as a business owner
- Select business owner profile
- Click on the side menu and select businesses
- Click on download statement
- Click on statement type and select daily business summary
- Select the date range and file type
- Click on export to download the file to your device
Daily Terminal Summary Statement:
In addition to the daily business summary statement, we have introduced the daily terminal summary statement report. This report provides business owners with detailed insights into their account activity on a per-terminal basis. It includes information such as the total gross amount, total net amount, total charges, and total transfers for each day.
This report allows users to track their transactions at a more granular level, facilitating better analysis and decision-making.
Users can select the desired date for the statement report.
With this type of statement, business owners can specify the desired date for the statement report as well as export the statement in either PDF or Excel.
To download a daily terminal summary statement, follow the instructions below.
- Sign in to your account as a business owner
- Select business owner profile
- Click on the side menu and select businesses
- Click on download statement
- Click on statement type and select daily terminal summary
- Select the date range and file type
- Click on export to download the file to your device