Add Account Statements

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The Account Statements page is a collection of bank statements your organization has received.

To get started, select General Financials > Account Statements - from the Argenta main menu on the left-hand side of the screen.

 

This will open your Account Statements screen where all your statements are listed. To add a new account statement, click the “Add New” button.

This will pop up the View/Update Statements window.

  • Statement Date. Select the statement date here using the date picker, or enter it manually. This is required.
  • Associated Account. Select the bank account the statement is associated with from the drop-down list. If the account is not in the system, you can add it by clicking the “Add New” button. This is required.
  • Attach a digital copy of the account statement by clicking the “Browse” button (shown above) in the middle of the page. This is required.

After reviewing the information entered, select "Save All Changes & Exit" button to finish. The window will close and you will find your new statement in the Account Statement list.