Statements

eRocks provides several ways to search fro and view statements and filter the statement list:

• View and Download a Statement (PDF) (Opens a new tab)

• View and Download Multiple Statements (PDF) (Opens a new tab)

• Create and Download a Statement Report Line Item Summary (PDF or Excel/CSV) (Opens a new tab)

• Email a Single Statement (PDF) (Opens a new tab)

• Email Multiple Statements (PDF) (Opens a new tab)

 

 

See also

• Search and Filter Documents (Opens a new tab)

 

 

To access statements:

1. Launch the eRocks dashboard

2. Click the "Statements" tile

   

    

   • OR Hover over "Documents" in the menu bar

   • Select "Statements"

     

      

3. Wait for the "Statements" page to display

    

   NOTE: If no statements display, click to remove filters. Wait for all company statements to display.

   

    

4. Scroll through the statement list OR search and filter statements (opens in a new tab).