Customers should be able to keep track of transactions on their loan accounts. The account statement feature allows customer to view details of all transactions done in their loan accounts. Account statement displays all debit and credit entries along with the transaction amount and reference details.
Transaction filters will be provided for the customer to allow search based on certain criteria. A customer can search a transactions basis date range and transaction type (debit only, credit only or both).
Transaction details will be fetched online and displayed on screen. PDF Icon is provided to save the activities displayed on page in pdf format.
How to reach here:
Dashboard > Accounts > Loans > Statement Request
OR
Dashboard > Accounts > Loans > Overview > Quick Links > Statement Request
Field Name |
Description |
---|---|
Select Account Number |
Loan account number in masked format. |
From Date |
Start date to view the transactions. |
To Date |
End date to view the transactions. |
To request for the physical statement:
Field Name |
Description |
---|---|
Result |
|
Transaction Date |
Transaction date of the transaction. |
Description |
Short description of the transaction. |
Reference Number |
Transaction reference number. |
Transaction Amount |
Transaction amount. |
FAQs
How does the loan account holder keep informed of the transactions activities in the account?