Generate your Account Statement report for a historic period

Running Balance report gives you a full overview of all activity in your account (incoming and outgoing transactions) for a requested period of time.

Follow these steps to download the report: 

1. Go to 'Accounts'
2. From the dropdown, select 'Statement'

3. Choose your account
4. Choose your selected currency
5. Select Date ranges (From + To) - the system will limit the report to a maximum of 90 days

6. Download statement

7. Select Export Format - PDF/ CSV/ Priority/ Netsuite 

8. Here is a short video example:

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