ACOL Client Services Help


Account Statement

Users with administrative authority (Prime Contact or Contact) can create a report on ACOL financial and transaction activity by selecting the Account Statement menu item on the ACOL Client Services menu.

To specify what financial and transaction activity you want included in the Account Statement, you must first enter statement parameters and select the report format, the available formats are PDF and CSV. See Account Statement Query.

When you have completed your query, the report will be generated in the specified format.

Related Topics:

Account Status