How can I request a statement of account?

To download an account statement, sign in to GiftPay Express and head to Reports > Account Statements.

If you have Unallocated balance and programs, select which program you wish to view an account statement for.

Select a date range in the filter. You can select last 30 days, last 3 months, year to date, the current or previous calendar year, etc. Depending on where you are located you may also be able to select the current or previous financial year.

Once you have the date range set, you can preview the data and then select to download as a CSV or XLS report using the options at the top right corner of the page.

:::tip You can also set a custom date range, with a maximum date range of up to 12 months. To generate a statement that covers more than 12 months, please create a report for each 12 month period, download and then join the reports together in Excel.

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