How can I generate and download the Bank Transfer Statement?

Prerequisite: Ensure the Payroll is processed for the month

To generate and download the Bank Transfer Statement, perform the following actions:

1. Navigate to Reports > Reports > Reports Gallery.  Reports Gallery page opens. 
2. In the search box, search for Bank Transfer Statement.
3. From the Group By dropdown list, select Bank.  
4. From the Group By, Values dropdown list, select the required value.
5. From the Payment Options dropdown list, select the required option.
6. From the Sort Order dropdown list, select the order in which values will be displayed in the report.
7. From the Employee Type dropdown list, select the required employee type.
8. Click Options to customize the report further.
9. Click Generate to generate and download the Bank Transfer Statement.

Related Links:

• Documentation Page - To learn more about generating reports from our documentation page, click here.
• Product Update - To read our product update, click here.
• Video - To watch the video on the generating reports process, click here.