Search for Statements of Bank Accounts

Use the Statements tab under the Bank reconciliation (manual) submodule to search for statements of selected bank accounts.

To use the Bank Reconciliation (manual) submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To search for a statement of a bank account:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the bank account statement that you are looking for.
3. In the left pane of the Finance & Administration screen, click Export, import & maintenance > Bank reconciliation (manual).
4. Click the Bank account tab and highlight the bank account with the statement you are looking for.
5. Click the Statements tab.
6. On the grid toolbar, use the Search field to enter a keyword associated with the bank account statement.