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Add Account Statements

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

 

From the Argenta main menu on the left-hand side of the screen, choose General Financials > Account Statements.

 

Click the “Add New” button. This will pop up the Add a New Account Statement window.

 

Attach a digital copy of the account statement by clicking the “Choose File” button at the top of the page. This is required.

 

Select the statements date from the “Statement Date” date picker, or enter it manually. Then, choose 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. (for help, see KB article “Add Bank Accounts” *hyperlink*) This are both required field.

 

After reviewing the information entered, click the “Add this Statement” button to finish. The window will close and you will find your new statement in the Account Statement list.