Knowledge Base Article

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 open the Account Statement Workspace:

 
From here you need to fill out:
  1. Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this record to view only access unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to modify this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  2. Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this record so that users cannot view or update the record unless the user is the user who created the record, the user is a master admin, or the user is given specific permission to access this record on the Record Permissions tab of this record. Permissions also work by assigning a department, district and/or precinct. If you have users in your system who are restricted by these permissions, they will only be able to see records in the departments/districts/precincts you have granted them access to.
  3. Statement Date - Select the statement date here using the date picker, or enter it manually. 
  4. 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 a required field.
  5. Statement File Path - Attach a digital copy of the account statement by clicking the “Browse” button in the middle of the page.

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