Statements provide a summary of all transactions for a Spend Account over a given period. You can download monthly statements or create custom date-range statements.
How to access statements
- Click Statements in the sidebar.
- If you have multiple Spend Accounts, select the account you want statements for.
Monthly statements
- On the Statements page, select the Monthly tab.
- You’ll see a list of available monthly statements.
- Click the download icon next to the month you need.
[screenshot: Monthly statements tab showing a list of months with download icons]
Tip: Monthly statements are generated automatically at the end of each month.
Custom statements
- On the Statements page, select the Custom tab.
- Choose a start date and end date for your statement period.
- Click Generate to create the statement.
- Download the generated statement.
[screenshot: Custom statements tab showing date range picker and generate button]