If you close Start statement period after entering unsaved details, Institution can ask whether to discard them. The prompt concerns the draft dates, balances, and notes that have not yet become a confirmed statement request.
- Decide whether the entered details should be saved.
- Stay in the panel to verify and submit them, or confirm discarding if you intend to abandon the draft.
- When you return later, check whether a saved or retained request exists before entering a replacement.
A submitted request has different recovery behavior
Once a request is retained for result recovery, closing the panel can allow you to resume it later. That is different from discarding an unsent draft.
Do not assume that closing during a completed or uncertain submission undoes a statement period. Read the current message and button labels: Open saved period identifies a confirmed save, while Retry retained request recovers the original outcome. The panel prevents ordinary closing while work is busy. If you changed company or account, return to the original context before resuming. A clear draft decision avoids duplicate periods and ensures that a reviewer knows whether the statement window was actually created or only typed into an unfinished form.
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