Download Statement allows you to retrieve statement files from the Brick Dashboard for reconciliation and reporting purposes.
Overview
Statements are commonly used for:
- Month-end reconciliation
- Internal finance review
- Audit documentation
- Balance verification
- Official reporting records
How to Download a Statement
- Log in to the Brick Dashboard.
- Open the Transaction List page.
- Select the desired reporting period.
- Apply filters if necessary.
- Click Download Statement.
- Save the statement file for your records.
Common Use Cases
| Use Case | Description |
|---|---|
| Finance reconciliation | Compare statement balances with internal records |
| Audit preparation | Use statements as supporting documentation |
| Monthly reporting | Download statements for reporting purposes |
| Internal review | Review account activity and balances |
Notes
- Ensure the selected date range matches your reporting period.
- Statements may reflect the selected filters or transaction categories.
- Keep downloaded statements securely according to your internal policy.
Related Pages
- Transaction List Overview
- Transaction History and Ledger API
- Ledger API Reference