Statements - Individual

Modified on Fri, 19 Apr at 4:14 PM

Use this option to create and email, print or download a statement for a specific individual


Quick Guide

Step 1 - Search for the individual member by navigating to Members and select Directory

Step 2 - Use the search fields (member number, surname, or first name) to find the member

Step 3 - Select Statements from the Action drop menu (this will redirect you to the member's Statements repository)

Step 4 - Click +Statements button

Step 5 - Complete statement details;

  • Account
  • Statement period (From and To dates)
  • Statement due date
  • Detailed (optional)
  • Note (optional)

Step 6 - Click either Create, Print, Email or Download to generate the individual statement 



Step by Step Guide

Step 1 - Search for the individual member by navigating to Members and select Directory


Step 2 - Use the search fields (member number, surname, or first name) to find the member 


Step 3 - Select Statements from the Action drop menu (this will redirect you to the member's Statements repository)


Step 4 - Click + Statements button


Step 5 - Complete statement details;

  • Account
  • Statement period (From and To dates)
  • Statement due date
  • Detailed (optional)
  • Note (optional)


Step 6 - Click either Create, Print, Email or Download to generate the individual statement


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article