Navigate to eStatements under Reports in the top navigation menu.
Delete Panels
Click “Display Options.”
Click the trash can icon on the panel you'd like to delete.
Click “Save” to apply your changes.
Move Panels
Click “Display Options”
Drag & drop the panel into the desired location.
Click “Save” to apply your changes.
Add Panels
Click “Display Options”
Click the plus button.
Select the panel you want.
Click “Save” to apply your changes.
If needed, click “Edit Accounts Displayed” to set account-specific information.
Panel Options Available
Important Account Balances:
Displays account and current balance information for entitled accounts.
Users choose which accounts are displayed.
This panel is optional and can be added multiple times.
Balance Snapshot:
Displays account and historical balance information for entitled accounts.
Users choose which accounts are displayed.
This panel is optional and can be added multiple times.
Recent Transactions:
Displays the most recent 25 transactions for the account selected by the user, within the last 30 days.
Users choose which account is displayed.
This panel is optional and can be added multiple times.
Transfers & Payments Approval:
Displays all transaction types that the user is entitled to approve.
Two views are available:
My Approvals, which shows items that the user has not yet approved, and
All Approvals, which shows all items that a user is entitled to approve, both those that the user has already approved and those not yet approved.
Templates Approval:
Displays all ACH, Wire, and Multiple Account Transfer templates that the user is entitled to approve.
Two views are available:
My Approvals, which shows items that the user has not yet approved, and
All Approvals, which shows all items that a user is entitled to approve, both those that the user has already approved and those not yet approved.
User Profiles Approval:
Displays all user profiles that have been added, edited, or deleted that the user is entitled to approve.
Two views are available:
My Approvals, which shows user profiles that the user has not yet approved, and
All Approvals, which shows all user profiles that a user is entitled to approve, both those that the user has already approved and those not yet approved.
Next Scheduled Requests:
Displays transactions that the user is entitled that are scheduled to be sent at a future date.
Issues & Issue File Approval:
Displays check issue and check issue files, added, edited, or deleted that the user is entitled to approve.
Two views are available:
My Approvals, which shows issues and issue files that the user has not yet approved, and
All Approvals, which shows all issue and issue files that a user is entitled to approve, both those that the user has already approved and those not yet approved.
Exception Decisions:
Displays check exceptions and decisions that the user is entitled to approve.
Two views are available:
My Approvals, which shows exceptions and decisions that the user has not yet approved, and
All Approvals, which shows all exceptions and decisions that a user is entitled to approve, both those that the user has already approved and those not yet approved.
Other Account Balances:
Displays account and balance information for entitled Escrow Accounts, Credit Card Rewards points, and Brokerage balance information.
