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Account Statement (PDF Statement) Guide

This document provides instructions for downloading account statements in PDF format from BizChannel@CIMB for single or multiple accounts. It describes how to select the account and statement month, view or generate the statement, and retrieve the downloaded PDF file. Key steps include clicking "Account Statement" and selecting "Single Account" or "Multiple Accounts", then "PDF Statement" and "Generate" to view or download the statement for the selected month.

Uploaded by

Shah Rul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
714 views4 pages

Account Statement (PDF Statement) Guide

This document provides instructions for downloading account statements in PDF format from BizChannel@CIMB for single or multiple accounts. It describes how to select the account and statement month, view or generate the statement, and retrieve the downloaded PDF file. Key steps include clicking "Account Statement" and selecting "Single Account" or "Multiple Accounts", then "PDF Statement" and "Generate" to view or download the statement for the selected month.

Uploaded by

Shah Rul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BizChannel@CIMB

Account Statement Download – PDF Statement

Getting Started:
BizChannel@CIMB PACKAGE Statement View/Download

i) To view: Click View


LITE
ii) To download: Click View > Generate to download
i) To view: Click View
ii) To download: Click View to preview > Generate
Standard/Customised to download; or Click Generate to download
without viewing

 This ‘PDF Statement’ can be downloaded by MONTH period, for PAST MONTH and in PDF ONLY
 ‘PDF Statement’ is not applicable via Schedule Statement
 Fields marked with asterisk (*) in the sections below are mandatory fields.

Section 1: To select which account statement to view (Single account)


i) Click ‘Account Statement’
from the left side menu

ii) Select statement month to


i view.
ii
iii iii) Click on ‘Single Account’.
iv

v iv) Click magnifier icon and


search for an account to
view statement detail.

v) Click ‘View’ to view the


statement period requested.

Section 2: View Account Statement Detail


i) To download; select ‘PDF
Statement – PDF’.

ii) Click ‘Generate’ to


download the said
statement.

ii i
Section 3: Account Statement Downloaded for single account

i) Click on desired Report


Name to retrieve statement.

Section 4: Account Statement – To download single account

i) Click ‘Account Statement’


from the left side menu

ii) Select the desired back


i dated month.
ii
iii
iv iii) Click on ‘Single Account’.

iv) Click magnifier icon and


v search for an account to
download statement.
vi
v) Select ‘PDF Statement’.

vi) Click ‘Generate’ to


download the statement
month requested.
Section 5: Account Statement Downloaded for single account

i) Click on the Report Name


‘Hyperlink’ to retrieve the
downloaded statement.

Section 6: Downloading multiple account statement

i) Click ‘Account Statement’


from the left side menu

ii) Select the statement month


i
ii
for download.

iii) Click on ‘Multiple


iii
Accounts’.
iv
iv) Select ‘PDF Statement’.

v v) Click ‘Generate’ to
download the statement
period requested.
Section 7: Selecting accounts to be download

i) Select the respective


Accounts to be downloaded
simultaneously.

Note
Max 8 accounts
downloadable at one time.

i ii) Click ‘Generate’ to


download the account(s)

ii

Section 8: Account Statement(s) downloaded for Multiple accounts


i) Click on desired Report
Name to retrieve statement.

For further enquiries, please contact our Business Call Centre at 1300 888 828 between 7AM to 7PM from Monday to Friday or 8AM to
5PM on Saturday (excluding public holidays) or email to [email protected].

VERSION 1.0 (14022019)


Appendix

Sample
PDF Statement

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