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Syndik8

View your monthly statement

View your monthly statement

Section titled “View your monthly statement”

Syndik8 groups your transactions by calendar month on the member-balance screen. This is the current statement view. A PDF download or emailed statement is not yet available — this page will gain those steps when they ship.

Steps

Section titled “Steps”
  1. Open the syndicate.
  2. Go to your Balance. Route: /syndicates/:syndicateId/balance.
  3. Scroll the transaction list. Each month is a group with a heading (for example, March 2026) and a Monthly net subtotal.
  4. Within a month, transactions are shown newest first with Date, Type, Description, and Amount. Debits are positive; credits are negative.
  5. Tap a row where the link icon appears to open the related booking or expense.

Sharing your statement

Section titled “Sharing your statement”

There is no built-in export. To share a statement with someone, screenshot the month you need or copy the on-screen rows into a document.

For admins: viewing a specific member’s statement

Section titled “For admins: viewing a specific member’s statement”
  1. Open the syndicate.
  2. Go to the member’s balance screen from the Members tab.
  3. Scroll the same month-grouped view for that member.

If it goes wrong

Section titled “If it goes wrong”
  • A transaction is missing — the statement view shows all transactions on your ledger. If a charge you expected is absent, the booking may not yet be finalised — check with an admin.
  • A month group boundary looks off — grouping is by UTC month, not local time. See Statement format.

See also

Section titled “See also”