Query

eStatements Query provides you with easy access to your eStatements based on date range and accounts.

To access the Query page, simply click Query from the eStatements sub-menu.

You must have eStatements service rights to access the eStatements menu.

You can make a query by date range and account.

Step 1 of 2: Select a date range

First, use the Date Range dropdown menu to select a time period. To set your own custom date range, choose User Defined and set your Start Date and End Date. You can set a date range covering up to 7 years from the time your company began subscribing to the service. Then click Select date.

Step 2 of 2: Select accounts

Select up to 3 accounts for which you want eStatements displayed. Then click Continue.

After you click Continue, your search results will show the eStatements for the account(s) and date range you selected. If you have more than 100 results, your eStatements will display on multiple pages up to a maximum result of 500 eStatements. You can download up to 5 eStatements at a time across all accounts. Your downloaded eStatements are marked, so you can see which one to download next.