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Exchange Manager Help
View Batch History Details
Use the Batch History Details window to view details for a file import or export, including any errors.
To view batch history details
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In the Navigation pane, click Clients.
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In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.
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Click the History tab.
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Select the starting and ending dates for transfer history to view, and then click Get History. A list of all transfers appears.
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Click the row to view and then click the icon at the end of the row.
The Batch History Details window appears.
View Raw Source File: Opens the original file and displays its contents. If the original file is an Excel file, Exchange Manager opens it in Excel.
Export Results to Excel: Creates an Excel spreadsheet containing the information displayed currently.
Show only Financials: Displays payment and reversal transactions only. To clear this filter after setting it, close the window and reopen it.
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To view details, click the plus sign (+) next to an item.