Here you can learn about the steps to Bank Statement generation Report.
Bank statements had historically been printed on one or several pieces of paper and either mailed directly to the account holder or kept at the financial institution’s local branch for pick-up.
1. Login with Fresa Gold, Navigate to Accounts, Select Bank/ Cash (Fig.1).
2. Select Bank/ Cash Summary Book (Fig.2).
3. In the Bank Book Summary, Select the Custom Range in Date Range of From and To Date and select the bank in Account, once entered click Submit button (Fig.3).
4. Once entered the Submit button, it will reflect the Bank Details
5. Click Option button to download the report in Excel (Fig.5).
From this, you can get step by step instructions to bank statement generation in Excel format.
In recent years there has been a shift towards paperless, electronic statements, and most financial institutions offer direct download.
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