PASS CX - Statement of Account

This statement will list out all financial activity for a specified time period.

 To retrieve a copy of your Statement of Account:

1.   Log into PASS

2.   From the PASS Dashboard, select Financials to expand it.

3.   In the Financials menu, click on Statement of Account.


SOA1

4.   Enter the desired dates by using the LOOKUP ICON to select the dates.

5.   Click on the Process button.

6.   Click on the View Results button to generate a PDF.


SOA2

Your Statement of Account will pop up in a new tab as a PDF that can be saved and/or printed.


SOA3





Keywords:PASS, CX, Dashboard, Account, Activity, Statement   Doc ID:103188
Owner:Nick R.Group:UW Platteville
Created:2020-06-18 11:50 CDTUpdated:2020-06-18 12:30 CDT
Sites:UW Platteville
Feedback:  0   0