Export Loopback Data
To export loopback data:
- From the Accounting Desk workspace, click Global Process.
You see the Global Process workspace. - Search for the loopbacks you want to export.
- Click any row in the Loopbacks pane, and then click Export.
You see a Microsoft Excel window with your results. - On the File menu, click Save As.
Save the results and select the appropriate file format. Enter the name of the file and select where you want to save this field on your file system. - Click Save.
The system exports all rows in the Loopbacks pane to a file.
Export Loopback Details
To export loopback details:
- From the Accounting Desk workspace, click Global Process.
You see the Global Process workspace. - In the Loopback Details pane, select any row, and then click Export.
You see a Microsoft Excel window with your results. - On the File menu, click Save As.
Save the results and select the appropriate file format. Enter the name of the file and select where you want to save this field on your file system. - Click Save.
The system exports all rows in the Loopback Details pane to a file.
Export the Loopback Message
To export the message for loopback details:
- From the Accounting Desk workspace, click Global Process.
You see the Global Process workspace. - In the Loopbacks Detail pane, select the loopback details you want to review.
- Right-click and then click Show Loopback Details.
You see the Loopback Message tab and the Exception Details tab for the selected loopback details row. - Click the Loopback Message tab and then click the icon for the file format you want to use.
Options include:
- Excel (Office Xml)
- Excel (CSV)
- Text (TXT)
You see a results window that includes a File/Save As option or you see a Save As dialog box. - Save the results and select the appropriate file format. Enter the name of the file and select where you want to save this field on your file system.
The system exports the loopback message to a file.
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