Download statement opens the document linked to the selected reconciliation evidence when a document is available and your current access permits it. The action checks that the statement and evidence are still current before opening the file.
- Select the account and exact statement period.
- Check the summary dates and currency, then choose Download statement.
- Compare the downloaded document with the balances and activity you are reviewing.
A changed document requires a refresh
If the statement or your access changed, the download can stop and ask you to refresh first. This prevents an older page view from silently opening evidence that no longer matches its recorded context.
Refresh Reconciliation, inspect the current evidence, and try the offered download again when appropriate. Do not use an unrelated old local file as though it were the newly verified statement. If no document is linked or access does not permit opening it, the button is disabled; use the evidence or access workflow to resolve that condition. Downloading is a read action and does not attest the file or complete reconciliation. Use Record statement evidence and Complete reconciliation separately when those decisions are required and supported.
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