Statements must have PDF attached to appear in Widget. PDFs are automatically generated and added using a nightly routine. See Standard Statements Routines & Processes and Standard Statement Generator to learn how we make that magic happen. And don't forget to work with a Coach to get your Standard Statements set up. Not only will they get you up and running for statement season, they'll turn on the Statement Generator webhook. Two birds, one stone!

Have multiple Accounting Companies? Be sure to add set the Standard Statement fields for every appropriate Accounting Company so they all show up in the Widget.