Admin, Bank Accounts, Export Services
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Bank Account, Export Service

Company Name for Bank Exports

Name

Company Name can optionally be set to the Company Name to include in Bank Export files. If not defined, the overall Company Name input under Admin; Entities, General Page Name Description is used.

Bank Export Services

ColumnDescription
Drill Down Button
Click Drill Down Button to drilldown to the details of the Bank Export Service.
ActiveUntick to prevent this Export Service being available to new records.
CodeEach Export Service requires a unique code of up to 10 characters. A short but meaningful code is best.
DescriptionThe description of the Export Service. This should be a description that easily identifies this Export Service.
Banking ServiceDisplays the type of Banking Service.

Button Strip

IconDefinition
Add Item Button
Add a new Bank Account Export Service
Row Delete Button
Delete selected row
Duplicate Button
Duplicate the current row
BankAccountPreconfiguredServi
Click this to Add an Export Service based upon the Bank's specification.
Grid Row Up Button
Move the current row up (Ctrl+Up)
Grid Row Down Button
Move the current row down (Ctrl+Down)
PreviewPane
To show/hide the preview pane window
Save Default Button
Save defaults for this grid

Preview Pane

This displays details of the currently selected item in the grid.