This article contains the following questions:
How do I view monthly statements?
- From the Crowded dashboard, click on Transactions from the sidebar.
- Click on Statements and select the month.
- Download the monthly statement for the whole chapter, or for a specific contact in PDF form or html
What does 'Pending' mean?
When a status for a payment is marked as "Pending" it indicates that the payment has been initiated, and is currently being processed. The funds should clear within 3-5 business days.
What is a Book transfer?
When you see 'Book Transfer' on the transaction types, it refers to an internal transfer within the account. It refers to the transferring of funds to or from the primary checking account to Per Diem accounts, Expense cards, or Sub Accounts.