Download your account statements
Download your monthly account statement to get a full overview of your payments and account balance for a given period.
For: Account Owners and Controllers, on all Spendesk plans.
Table of Contents
Before you start
Download your account statement
Expected results
Troubleshooting
FAQs
Related articles
Before you start
Requirement | Details |
Role | Account Owner or Controller only |
Plan | Available on all Spendesk plans |
Setup | None required. Statements generate automatically once your account has activity |
Statement availability | The definitive statement for a given month is available from the 2nd of the following month |
👥 Roles: Only Account Owners and Controllers can access and download account statements.
Download your account statement
Log in to Spendesk.
Click on Wallet in the navigation menu.
Click on the Account Statements tab.
Locate the month you want to download.
Click on the Download icon next to that month's statement and choose which file format you'd like
NB: If your statement file is large, Spendesk generates it in the background and will share it by email under a few minutes.
Important info
The current calendar month isn't available as a statement until the 2nd of the following month, when the definitive version is generated. In the meantime, you can download a preliminary account statement.
The statement downloads as a PDF and contains all payments recorded in the wallet for the selected month.
Large files may take a few minutes to generate. You'll see an on-screen confirmation and receive an email with the file once it's ready.
Troubleshooting
Symptom: You can't find a statement for the current, ongoing month.
Cause: Spendesk only generates the definitive account statement once a month has ended, available from the 2nd of the following month.
Resolution: For up-to-date activity during the current month, you can download a preliminary statement, or check the All Payables page instead. Navigate to Expenditures > All Expenses, then click the All Payables tab to view or export current transactions.
Symptom: The downloaded statement doesn't include receipts.
Cause: Account statement downloads don't currently support bundling receipts with the statement file.
Resolution: Download receipts separately from the All Payables page (Expenditures > All Expenses > All Payables tab), or from the relevant payment record.
Symptom: You received an email notification but no file, or the download seems stuck.
Cause: This can happen when the file is still processing, especially for accounts with a high volume of payments.
Resolution: Wait a few minutes and refresh the page. If you still don't receive the file after some time, contact Spendesk support with the month and company name.
FAQ
Can I download statements for previous months?
Yes. All past monthly statements remain available in the Account Statements section under Settings > Company wallet.
Why doesn't my statement match my bank journal?
Small differences can occur due to timing or fees. See the dedicated troubleshooting article linked below.