Manage Bank Statements

 

To access bank statements uploaded into Oracle, follow the instructions below:

 

Step Action Illustration

1

From the Bank Statements and Reconciliations screen, click the Task icon and select Manage Bank Statements.
 

2

On the Manage Bank Statements screen, search for the statement needed.  
 
Enter search criteria into any of the fields provided.  Click Search.

3

To save the search criteria entered, click Save.
 
 

4

The Create Saved Search window displays.
Enter a Name for the search and select the appropriate check boxes.  
 
Click OK.

5

The Named Search created in step 4 displays in the Saved Search field.

Updated 4/9/2019 JM