How To: Add an Export

Click .

Complete all Export Information for Step 1.

Export Information: Information concerning the Export

·        Code: Export Code.  Appears as the Export Name.

·        Description: A description of the Export to help users understand it’s purpose.

·        Type: They type of file that will be Exported.  May include custom file types.

·        Skip Previously Exported Records: If checked will skip all payment records that had been Exported.  If unchecked, will Export all payment records, even payment records that may have been Exported before.

·        Include Open Batches: If checked will include Open Batches.

Batch Fields: A listing of all Batch fields.  If checked, the information contained in that field will be Exported.

Transaction Fields: A listing of all Transaction fields.  If checked, the information contained in that field will be Exported.

Payment Fields: A listing of all Payment fields.  If checked, the information contained in that field will be Exported.

Allocation Fields: A listing of all Allocation fields.  If checked, the information contained in that field will be Exported.

Tender Fields: A listing of all Tender fields.  If checked, the information contained in that field will be Exported.

Once all Import information is correct, Click Continue to Step 2.

Complete all Export Information for Step 2.

The following page will appear.

Export Criteria: Information to filter the information that will be Exported.

·        Batch Date Range: a user is able to select Payment Batch Dates.  The date can be chosen either by a Date Range, or Specific Date.

o   Date Range : The range of dates that include, Today, This Week, This Month, This Quarter, This Year, Yesterday, Last Week, Last Month, Last Weekday.

o   Specific Date: If Specific Date is chosen, then a Start Date and an End Date can be configured.

§  Start Date: The Batch date to Start Exporting Payment information.

§  End Date: The Batch date to End Exporting Payment information.

·        Company: A listing of all available Companies.  All or one specific Company can be chosen.

·        Department: A listing of all available Departments.  All or one specific Department can be chosen.

·        Office Code: A listing of all available Offices.  All or one specific Office can be chosen.

·        User Name: A listing of all available Batch Owners.  All or one specific Batch Owner can be chosen.

·        Collection Point: A listing of all available Collection Points.  All or one specific Collection Point can be chosen.

·        Payment Code: A listing of all available Payment Codes.  All or one specific Payment Code can be chosen.

·        Included voided transactions in export data: If checked will included Void and Voiding Payment information.  All Exports included Valid Payment information.

Payment Types: A listing of all Payment Types.  Only the Selected Payment Types will be Exported.

Once all Import information is correct, Click Save.

(Options from this page)

Related Topics

Export Payments