Knowledge Base Article
Add Account Statements
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 opens your Account Statements screen, where all your statements are listed.
To add a new account statement, click the Add A New Account Statement button at the top of the list. This opens the Account Statement Workspace.
From here you can fill out:
- Record Level Permissions - At the top of the workspace there are two switches. Turn on Set As View Only to restrict this record to view-only access, or Lock This Record to keep it from being viewed or updated, unless the user created the record, is a master admin, or has been granted specific access on the Record Permissions tab of this record. These permissions can also be controlled by the department, district, and/or precinct assigned to a user.
- Statement Date - Select the statement date using the date picker, or enter it manually.
- Associated Account - Select the bank account this statement is associated with from the drop-down list. This is a required field.
- Upload Your Statement Here - Attach a digital copy of the statement by dragging your file into the upload box, or by clicking the box to browse and choose a file from your computer.
When you are finished, click Save All Changes & Exit to save and return to the list, where your new statement will appear. You can also click Save All Changes & Continue to save and keep working on the record.
