How can I export account statements automatically using the export manager?
With the export manager you can create an automatic export for account statements in Global Payment Plus. The exported statements will then be automatically available in the "Export files" area after execution. To set up the export manager, proceed as follows.
- In Global Payment Plus, under "Accounts & transactions", select the menu item "Account overview".
- Select the accounts for which you want to export statements automatically using the selection box on the left-hand side.
- A scrolling window will show you how many accounts have been selected. Click on "Create export manager" here.
- Enter a name for the export manager and click on "Continue".
- The accounts selected for export are displayed. You have the option to adjust your selection at this point if necessary. Click on "Continue".
- In the export settings, select the export format (e. g. CSV), the statement period (e. g. previous day), the start date and the cycle and, if necessary, an end date for the automatic export. Then click on "Continue".
- You will receive a summary of your entries to check them before saving. If necessary, you can edit them again using the pencil icon. Click on "Save" to complete the creation of the export manager.
- You will receive a confirmation that the export manager has been created.
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