Statement Format

The Statement Format menu is used to create and customize the customer’s Account Analysis statement. From here you can rearrange and control which image blocks display for a particular account. Multiple formats can be created to meet all of your bank’s needs.

Once you have created your statement format(s), you simply select it from a drop-down menu when a new account is added to the Account Analysis System.

How do I get here?

Click on the Administration Tile and then click on Statement Format.

 

From this screen you can:

Add a New Statement Format

View/Edit Existing Statement Formats

See Also

  1. Hierarchy of Bank-Level / Template-Level / Group-Level / Acct-Level Settings
  2. Administration Tile
  3. Balance Activity Descriptions
  4. Transaction Sets
  5. Charge Categories
  6. Analysis Cycle Selection
  7. Core Soft Charges, Wire, and Teller Activity