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Export Post-Dated Transactions

Use the Process tab in the Client Configuration window to export post-dated transactions that your organization added or updated for accounts that the client placed with your organization. The export file includes all post-dated transactions for accounts that the client placed with your organization, even ones reported previously.

To export post-dated transactions

  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.

Client Configuration window

  1. Click the Process tab.

Client Configuration window - Process tab

  1. In the Export section, click Post Dated Transactions (APDT). The Save As dialog box appears.

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

  3. Click OK.

Related Topics

Export Overview