05 Mar 2014

Latest Bank Statments Are Available in QuikDocs

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TrustWorks by BMSCheck QuikDocs for Immediate Access to your Bank Statements

It’s the first week of the month and you’re ready to get a head start on your reconciliations. Instead of waiting for your interim statements to come in the mail, you decide to call the Banking Center to obtain a copy sooner. Before you make that call, reconsider. You may already have an electronic copy in your possession – and not even realize it!

How to find Electronic Bank Statements in QuikDocs

Electronic Bank Statements from Rabobank are copied automatically into QuikDocs within a few days of being generated by the bank. This copied file is often available sooner than the hard mailed copies. They can be viewed or downloaded quickly and easily by following the steps listed below:

  1. From the Homepage, select QuikDocs.QD2.jpg
  2. Click on the Find View tab, and filter documents by Case, Source and Sub-Folder.QD3
    1. Select the Case.
    2. Select BANK under Sources.
    3. Select BANK STATEMENT under Sub-Folder.
    4. Click the Find button.QD4
  3. View and/or download the latest bank statements.QD5

Checking to see if your interim statements are in QuikDocs is that simple. If you have any questions about where to locate them or how else to obtain statements, please contact the BMS Banking Center via email or call 800-634-7734 ext. 8.