Use Statements for the monthly documents available to your business. Current-month figures change as activity arrives; a closed-month statement is the reference for reconciling that period.
Download a statement
- Open Statements and find the month; newest months appear first.
- Choose Stratamize Gateway statement for the combined monthly presentation.
- If Processor statement is listed, use it as the source document for detailed comparison.
- Select Download PDF on the correct card.
- Verify the month and business on the document before filing or sharing it.
Not every month has both document types. No statements yet can be expected before a first month closes or its statement is available. It does not prove there was no activity.
Reconcile the period
Choose the same month in Overview and Fees, then compare volume, fees, and deposits. Check whether the period is Final, Estimate, or Pending. Annual charges and adjustments can explain differences between a headline rate and total monthly charges.
For a missing document, failed download, or disagreement with a final period, give the operator the month, document title, and specific line or total. Keep the version used for comparison.
The demo shows a synthetic statement card but does not provide its download. For fee interpretation, see fee breakdown and blended rate.