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How to Find Statements

You can view and export your company statements at any time.

Todd Beyer avatar
Written by Todd Beyer
Updated over 3 months ago

How to View and Download Statements

1. Log in to the platform using your administrator account.

2. From the main dashboard, click the Company tab in the top navigation bar.

3. In the dropdown menu, select Manage.

4. In the left-hand menu, click on the Statements tab.

5. You will see a list of available monthly statements. Choose the statement you want to download.

6. Click the Download button next to the statement.

7. Choose your preferred file format: CSV or PDF.

You can download as many statements as you need. Each file contains a full summary of company transactions for that month.

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