1)Log in to your Dashboard Navigate to the Wallets tab from the main sidebar.
2)Select the Statement button on the right hand side above the list of your wallets
3)A pop-up will appear from the right hand side titled “Generate currency statement”
4)Select the currency from the dropdown that you wish to generate a statement for. This will return the total activity across all the wallets of the selected currency
5)Use the ‘Send report to’ dropdown to select the user on the Verto account to receive the report via their email address registered with Verto.
For security reasons Currency Statements can only be sent to users on your Verto account
6)Use the ‘Select report format’ dropdown to select the preferred format to receive the currency statement, PDF or CSV
7)Under the ‘Time Period’ section configure the statement period you wish to generate the statement for then click "Create" to generate and send the statement
8)The statement will be sent and a confirmation message will be displayed