CB Bank Account - Statements tab

Navigator > Maintain > Cash Book > Bank Accounts > Statements tab

The information on the Statements tab is the same as the CB Bank Statements, from Navigator > Tasks > Cash Book > Bank Reconciliation.

View a list of statements for the selected bank account, or click to view statements for all accounts. Selections remain applied as you select different Bank Accounts.

Statements that the overnight bank feed import has added lines to are flagged in the New Feed Lines column, available in Customise Fields. The flag clears when the statement is edited. To list only these statements, across all bank accounts, see CB New Feed Statements. See also Bank Feeds.

See also CB Bank Account - Account tab.


Selection
Period		Statements for the selected Period are shown, Current Period is the default.
Last Period		Statements for the period prior to the Current Period are shown.
Year		Statements for the current financial year are shown.
Full Year		Statements for the current period last year through to the last available CB period are shown.
All Periods		All transactions will appear.
Range of Periods		Activates the From and To period controls. Select a continuous range of periods to view.
Grid Toolbar
	Expand Toolbar `(Ctrl+F9)`	Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Insert `(F4)`	Insert a new statement at the selected line.
	Delete `(F3)`	Delete the selected statement.
	Open `(F12)`	Opens CB Bank Reconciliation where you can view a closed statement or reconcile an open statement.
	Print `(Ctrl+P)`	Print a report of the information in the grid.
	Filter / Sort List `(Ctrl+F2)` Clear Filter / Sort `(Ctrl+F3)`	Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.
	Customise `(Alt+F5)`	Opens Customise Fields, you can customise the fields visible in the grid.
	Refresh `(F5)`	Reloads changes other Users may have made.
	Calculate Totals / Clear Totals `(Alt+=)`	Toggle on/off total calculation for the list fields where Total is selected in grid customisation.
	Customise Toolbar	Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.