> For the complete documentation index, see [llms.txt](https://docs.aquanow.io/aquanow/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aquanow.io/aquanow/user-guide/account-management/documents.md).

# Documents

### Overview

The *Documents* tab lets the user generate statements for *Accounts Confirmation*, *Balance Confirmation*, *Monthly Activity* and Ad-Hoc *Activity*. The user can download the output as .csv or .Pdf.

### Prerequisites

The user must:

* Have the Documents/Generate Documents (or equivalent) edit rights granted by the Aquanow administrator.
* Confirm that the required account is visible in the user's account list.
* Ensure that the browser used allows popups and file downloads from Aquanow (the app opens downloads in a new tab or triggers a download).

### Steps to generate a Balance Confirmation statement

To generate a B*alance Confirmation* statement, perform the following steps:

1. From the main menu, select **Documents.**

<figure><img src="/files/SQa4gq1ywVWtqdL9oYJL" alt=""><figcaption></figcaption></figure>

2. In the *Documents* page that displays, go to **Document Type** > **Balance Confirmation**.

<figure><img src="/files/2VVZYnaiA0tmGJnlnPh9" alt=""><figcaption></figcaption></figure>

3. In the **Account** dropdown, select the account for which the balance confirmation statement is to be generated **(e.g., “Cash Main (CA1001507C)”**).

<figure><img src="/files/pN1zpv684rJKoqnBBykz" alt=""><figcaption></figcaption></figure>

4. In the **Timestamp** field, use the calendar icon to select the date and time for which the balance confirmation statement is required. Once done, click **OK.**

{% hint style="info" %}
In Aquanow, we only generate for 00:00 UTC for balance confirmation and even for the monthly activity statement, it follows UTC time, by default.
{% endhint %}

<figure><img src="/files/IW8BKZ2Z6yZzAX4iNICh" alt=""><figcaption></figcaption></figure>

5. Select either **Download CSV /** **Download PDF**.&#x20;

{% hint style="info" %}

* CSV is typically used for import into spreadsheets; PDF is for a printable confirmation.
* Enable pop-ups (if needed)\
  If a banner stating “Please enable browser pop-ups for this site to download the document” displays, the user must allow pop-ups in  browser settings (the document will open/download in a new tab).
  {% endhint %}

<figure><img src="/files/baibxvc2nGuydCjxowEk" alt=""><figcaption></figcaption></figure>

6. Click **Generate Document**.\
   The Balance Confirmation statement will download automatically or open in a new browser tab depending on the format and the user's browser settings.

<figure><img src="/files/jO0cuKgxGqyGkmEVc1bk" alt=""><figcaption></figcaption></figure>

### Steps to generate an Account Confirmation statement

To generate an *Account Confirmation* statement, perform the following steps:

1. Select the **Document Type** as **Account Confirmation** and the **Account** for which the  account confirmation statement is required.

<figure><img src="/files/tqbhAnzcb3ndIcCtqgHR" alt=""><figcaption></figcaption></figure>

2. Click **Generate Document**.&#x20;

The account confirmation statement will download automatically or open in a new browser tab depending on the format and the user's browser settings.

<figure><img src="/files/pchFDVqJKlu6Zw56hkKT" alt=""><figcaption></figcaption></figure>

### Steps to generate a Monthly Activity statement

To generate a *Monthly Activity* statement, perform the following steps:

1. Select **Monthly Activity Statement** as the **Document Type,** the **Account, Year** and **Month** for which the monthly activity statement is require&#x64;**.** Select the appropriate output for the generated statement (either .csv or .Pdf) to be sent via email.

<figure><img src="/files/3Y7Pf8YywyOoDKJR9iX9" alt=""><figcaption></figcaption></figure>

2. Click **Generate Document**

The monthly activity statement will be sent to the user's email address.

<figure><img src="/files/UyxweUBxTTl42PswCDvR" alt=""><figcaption></figcaption></figure>

### Steps to generate an Ad-Hoc Activity statement

To generate an *Ad-Hoc Activity* statement, perform the following steps:

1. Select **Ad-Hoc Activity Statement** as the **Document Type** and the **Account**.

<figure><img src="/files/Dv7PWVtTlWIuDdYvgIhH" alt=""><figcaption></figcaption></figure>

2. In the **Time Range** field, use the calendar icon to select the date and time range for which the ad-hoc activity statement is required. Once done, click **OK.**

<figure><img src="/files/IiZGHP6wUDd0qLR6zMBj" alt=""><figcaption></figcaption></figure>

3. Select the appropriate output for the generated statement (either .csv or .Pdf) to be sent via email.

<figure><img src="/files/fORg0UrRYjXWWsGyGtDQ" alt=""><figcaption></figcaption></figure>

3. Click **Generate Document**

The Ad-Hoc Activity statement will be sent to the user's email address.

<figure><img src="/files/vyUzwnO8Me5ArWJlA8VO" alt=""><figcaption></figcaption></figure>


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