When viewing transactions for an individual (or all), you will notice a new option to choose or Generate a Monthly Statement. This allows you to pre-select the monthly filter and display all processed, invoiced and authorized transactions during that timeframe.

Upon selecting a month, we will set the Date Charged and To dates accordingly along with only showing processed, invoiced and authorized transactions.

You will also notice on the CRM profile, you will see Monthly Statements (along with current month spend) that provide you with a snapshot of total spend, total transactions and a link to View Statement.

The statement will display each charge during that period of time in a statement format.

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