Statement information

Corporate Online provides real time statement information. The default statement dates are one month, although this can be amended under the Users Personalise tab. Refer to the help text within the Personalise tab for more information.

Statement information is shown up to the previous day. You can view real time data by changing the 'To Date' field to 'today's date'.

To find a particular transaction, use the Find a Transaction search tool. See the Find a Transaction Help feature for support.

1. Ensure the correct date range has been selected
2. Click View/Print
3. Click Open or Save in the resulting pop-up box
4. If Open is clicked, a PDF is produced which can then be printed
5. If Save is clicked, a PDF is produced, ready for saving

1. Ensure the correct date range has been selected
2. Click Download at the bottom of the page
3. A pop-up box will ask for a file name
4. Choose the desired file format - in most circumstances the COL format will be compatible for import into other software packages
5. Click Download then Save
6. Save the file where required then click Close

You can download the balances or transactions from a number of accounts in one file by using the Account Group Download facility