The Advanced Balance Statement provides a formal balance statement in PDF format that can be used for accounting purposes. The statement confirms your balance for a specified date range for selected acquirer banks. The statement can be set to either a specific currency of your choice or all currencies.
See Guidelines to Data Retrieval for Financial Reports.
Generating an Advanced Balance Statement
To generate a Advanced Balance Statement:
- From the Menu bar, select Finance > Statements > Advanced Balance.
- Select the date range for which you wish to run the statement.
- Select the desired filters from their respective dropdown menus.
- Press Export to PDF and the statement is generated and downloaded as a PDF.
FAQs
- Print a Balance Confirmation Report.
- Download an official document (PDF).
- Acquire a daily Balance Confirmation (starting date – ending date).
Basic Balance Statements and Advanced Balance Statements can only be downloaded as PDFs.
Basic Balance Statements and Advanced Balance Statements are typically used for audits and official reports.
No, downloaded Basic Balance Statements and Advanced Balance Statements do not need a signature because these reports are automatically generated and cannot be altered.