eStatement Document Filtering Enhancement
Beginning August 14, there's a new eStatement Document Filtering Enhancement! This enhancement allows eStatement users to select multiple accounts at one time, choose one or more document types, and select a date range to view all documents meeting their criteria on one screen vs. viewing them on an account-by-account basis. This will be especially helpful to businesses who have large volumes of accounts and multiple document types enabled!
Here's what the enhancement looks like in Online Banking:
![](/assets/files/CaWXR1xA/eStatement%20Doc%20Filtering_Banno%20Online.jpg)
The Account(s) drop-down displays the accounts in alpha/numeric order by account numbers or nickname.
![](/assets/files/bhoAZd5x/eStatement%20Doc%20Filtering_Accounts%20Drop-down.jpg)
Document Type includes All, Statement, Notice and Tax.
![](/assets/files/E4LpOAa9/eStatement%20Doc%20Filtering_Doc%20Type%20Drop-down.jpg)
The default Date Range is Most Recent, with other set ranges available. Selecting Date Range opens a calendar and selection tool.
![](/assets/files/kqyz8FMn/eStatement%20Doc%20Filtering_Date%20Range%20Drop-down.jpg)