Each time a statement is issued for your facility, it appears in the statements area of your account. You do not have to wait for a posted copy, it is there to view and download as soon as it is generated.
How you will know
Depending on your account settings, we will let you know a new statement is available so you do not have to keep checking. The statement itself always lives in your account, and any notification simply points you to it.
Make sure it reaches the right person
- Keep the contact details on the account up to date, especially if your bookkeeper or finance contact changes.
- Consider using a shared finance inbox rather than one individual's address, so cover is not lost if someone is away.
- Check your settings if you are not seeing notifications you expect.
If you prefer to manage it yourself
Some finance teams simply diarise to download each statement at the end of every period, which works well alongside or instead of notifications. Either way, the full history stays in your account. As the facility belongs to your company, you decide who is set up to receive these prompts and access the documents on the company's behalf.
See also: Can I give my statement to my accountant or bookkeeper?, What is the summary panel at the top of my statement?, How do I find an old statement in my history?.