Website
Permission Levels: Admin - Full, Admin - Limited, and Bookkeeper
- Log In to Your Flex Account: Access your Flex account by following this link.
- Navigate to Banking: Locate and select “Banking” from the left-hand menu.
- Click on Statements: Click on the "Statements" tab at the top of the screen.
- Choose Account: Select the checking account you wish to download the statement for.
- Choose the Year: The default selection is the current calendar year. If you need to access statements from previous years, click on the dropdown menu and select the year for which you wish to view statements.
- Download the statement: A list of available statements will be displayed. Choose the statement you wish to download. Click on the download icon next to the selected statement. You can download the statement in PDF or CSV format, depending on your preference.