How to get an account statement?
Updated: Oct 3, 2023
The whole balance of your account as well as all incoming and outgoing transactions—including transfers, direct payment, prepaid card payments, etc.—are displayed on an account statement. Along with the account holder's name and surname, it displays the account's details. This is how to locate yours:
From the mobile cs™ Suite (PDF): on the Cash screen, tap the document logo on the top right tile to download your account Statements.
You can also download a statement for a specific space: go to Cash, choose one of your spaces, tap the settings icon in the top right corner and select Balance Statements.
From the Desktop cs™ Suite (PDF): click the download icon* and select the relevant month under account statements.
From the Setings** (CSV): get advanced taxes and many other reports with everything already calculated if you own an Enterprise account.
Please take note that there is presently only a PDF file and not a CSV version available for the balance statement for a space.
* The circle with the document logo, situated to the left of the "Add money" button, represents the download symbol.
**Only for paid users with an Enterprise account. To enable the feature in a minute please contact us through the live chat.
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