How do I export third party payments?
Use this report to create an export file for third party payments. You can create a delimited or fixed length file type. You can choose the file destination. You can also use this report to print a report of the payments that will be included in the export file.
Exporting third party payments
Choose this option to save third party payments to an export file.
Do this...
1. Open Connect Cash Receipting > Reports > Third Party Payments Report.
2. Select a Definition.
3. Select the Report Dates.
Filter the report by category. This section will show only categories for third party payments.
Categories
How do I set up the Selection Criteria?
How do I set up the Report Order?
6. Click the Print Settings tab.
7. Click to select the Export checkbox.
Export checkbox
8. Click the Export tab.
Export tab
9. Set up the Export options.
When the field length is limited to a set number of characters the field has a fixed length. A delimited file is a variable-length field where the field length is based on the field's contents. Commonly used delimiters in export files include the comma (,), semicolon (;), and colon (:).
File type
File name
The export filename is the name of the file that will be assigned to the export file. Include the drive and path to choose the file location. Entering only the file name will save the file to the default Connect directory.
File name
List one [Record/Field] per line
Use record to list one record in a row. Use field to list one field in a row.
List one record/field per line
Delimited options
If you are creating a fixed length export file, use this section to select the delimiter that you want to use. You can use a field delimiter marks the end of a field (most commonly used), a surround character to mark unusual characters or symbols, an end of field to mark the end of the information in a field, and an end of record to mark the end of the information in a single record.
Commonly used delimiters in export files include the comma (,), semicolon (;), and colon (:).
Delimited options
Include Column Headings
Select this checkbox to include the first row of column headings in the export file. Do not select this checkbox to exclude the column headings from the export file.
Include column headings
Include Selection Criteria
Select this checkbox to include the selection criteria that you used to generate the export file in the export file. Do not select this checkbox to exclude the selection criteria from the export file.
Include selection criteria
10. Click Print (CTRL+P).
The export file is saved to the selected drive and path.
Printing a Third Party Payments Report
Choose this option to print a report of the third party payments that have been received in Cash Receipting.
Do this...
1. Open Connect Cash Receipting > Reports > Third Party Payments Report.
2. Select a Definition.
3. Select the Report Dates.
Filter the report by category. This section will show only categories for third party payments.
Categories
5. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
6. Click the Print Settings tab.
Print Settings tab
7. Click to select the Print checkbox.
Print checkbox
8. Set up the options on the Print tab.
Can I choose a different font?
How do I change the paper size?
How do I change the report margins?
How do I insert the date, time, or count in a file name?
9. Click Print (CTRL+P).
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