Statements

Debt Counsellors have access to different Statements directly from our program.

Client Statements can be viewed online, downloaded or emailed directly to the client if a correct email address was entered.

When viewing statements, you can choose between monthly distribution statements, or Creditor Statements showing all the payments to a specific creditor.

On the Distribution tab, DCs can view all transactions from the latest bank statements.  Bank statements are imported on the system daily to allow for accurate information.

Essentially the information you see on our system mirrors what has happened in the bank account.