Export Account Closings

Use the Process tab in the Client Configuration window to export data for accounts that your organization has closed for the client. You cannot export account closings without assigning the number of hold days. For more information, see Configure Close Status Codes.

To export account closings

1. In the AIM Receiver Manager window, in the Name column of the data grid, click the Client icon. The Client Configuration window appears, with the General tab selected.

2. Click the Process tab.

3. In the Export section, click Closes (ACLS). The Save As dialog box appears.

4. Click the folder to save the export file to and then click Save. A notification dialog box appears.

5. Click OK.

Related Topics

Export Overview