ANB Go Business User Guide

Statements Widget

The Statements widget is permanently placed on the Statements and Reports workspace which is accessed using the Home menu, expanding the Reporting heading, and clicking Statements and Reports .

Users can access statements for the previous 13 months using the following process.

1. Select an account from the

dropdown menu. Users can only select one account per search. 2. Select a Statement Period – Last Month, Last 3 Months, Last 6 Months, Last 12 Months – OR Optional: Click Custom Range to enter a starting month/year and ending month/year. (To return to the preset date ranges, click Cancel .)

3. Click Submit . 4. The results list shows all available statements within the statement period. Click on the date to view the associated statement which will open as a pdf in another tab. From there, users can print or save the document.

Transaction Search The Transaction Search widget allows users to search for transactions over a given timeframe.

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