Steps to set up printed statement showing taxes and Coding
(This would be the statement submitted in place of the “e-statement” available within Spend Dynamics. Their “e-statement” does not show coding, taxes, or comments)
- Click on “Reports”, then “My information”
- Choose “Transaction search – personal”
- On left side of pop-up screen, choose your name, if required, and then the statement period you are wanting to look at.
- On right side of pop-up screen, click on “Additional fields” in blue.
- On page 1, check off “Amount (incl)”, “Trans date”, and “Tax Amount”
- On page 2, check off “Supplier”, “Line Coding”, “Allocation”, and “Comments”
- You can customize this to your preference, but these are the suggested fields.
- Click on “Report Templates” in blue, and save this template. Then each time you want to print your statement, just pick this template and change the date. Then choose “SEARCH”
- Choose “Export” (to Excel or PDF, depending on your preference), and print your statement from there.