How To Generate Business Account Statement

How To Generate Business Account Statement

1. Log in to Your Business Dashboard
   Use your credentials to access the business dashboard. Ensure you have the appropriate permissions to perform account-related tasks.  

2. Navigate to the "Account" Section
   Locate and click on the "Account" option in the main menu or sidebar of your dashboard.  

3. Access the Sub-Account Menu
   Under the "Account" section, find and select the "Sub-account" option to view a list of all sub-accounts associated with your business profile.  

4. Choose the Desired Sub-Account
   From the list of sub-accounts, select the specific account for which you wish to generate a statement. Verify you’ve chosen the correct sub-account to avoid errors.  

5. Click on "Generate Statement"
   Look for the "Generate Statement" button or link associated with the selected sub-account and click on it to proceed.  

6. Fill in the Transaction Details
   Enter the required details for the statement, such as the date range, type of transactions, and any filters you want to apply. Double-check the information for accuracy before submitting.  

7. Submit and Download
   Once all details are provided, submit the request. The system will generate the statement, which you can preview, download, or save as needed.  

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