Member statements

A member statement puts a member’s shares, savings and loans for a period on one document, to print or send.

Who: Any SACCO user.

Print a statement

1Open Member Statement

Open Reports › Member Reports › Member Statement.

2Choose the member and the period

Pick the Member (type the name or the member number). From Date and To Date start as this year to today. Untick Include Shares, Include Savings or Include Loans to leave a part out.

3Print

Press Print Statement. The PDF opens or downloads, ready to print or to attach to an email.

Other statements

Statement	Where
The same statement, from the member	Open the member, gear menu, Print: see member documents.
One savings account	Statement on the account: see balances and statements.
A loan schedule	Print Schedule on the loan: see schedules and loan statements.
What the member sees online	Balances and transactions in the portal: see the member portal.

Note

Only confirmed transactions appear on a statement. A deposit still in Draft or a withdrawal waiting for approval is not on it.