Your statements are available to view and download whenever you are signed in to your Credicorp account. Saving a PDF copy is the easiest way to file it, attach it to an email, or pass it to your bookkeeper.
Step by step
- Sign in and open the account the statement relates to.
- Go to the statements area for that facility.
- Find the period you want in the list of issued statements.
- Choose the download or PDF option next to that statement.
- Save the file somewhere your finance team can find it.
Tips for keeping copies tidy
It helps to name saved files consistently, for example by company, facility and period, so a year's worth of statements sorts neatly in a folder. Many businesses keep a dedicated folder in their accounting software or shared drive for exactly this.
Good to know
The PDF is a faithful copy of the statement as issued, so it carries the same layout and the same figures you see on screen. If you need a statement for a period that is not yet showing, it may simply not have been issued yet. As a UK business lender we keep your company's statement history available to you, so older periods remain accessible too. To get started, sign in to your account and open the statements area for your facility.
See also: How to reconcile your Credicorp statements against your books, The Business Purpose Declaration: what you're signing and Can I give my statement to my accountant or bookkeeper?.