Statement - OLB Help

Statement

You can retrieve statements for the previous thirteen months.  Year-end statement retrieval (if applicable) is five years.

• Shows each statement by date, type, document label, customer number and any accounts contained in the statement.
• Action column magnifying glass allows user to open statement in PDF format.

• Select the Statement Type to run the report
• NOTE:  Display defaults to previous year or user can modify the date range by entering the dates or selecting the calendar dates.
• Click VIEW.  A listing of statements is presented in reverse chronological order with most current first.
• Click the magnifying glass icon to select the statement to view. A pop up box allows the user to select Open, Save or Cancel.
• NOTE:  If you select Open, it will appear in a new browser window if user is a Draft Customer (you can still save the statement using Adobe Reader to save as a PDF).  The statement will include images of drafts posted during the statement period.