1. Line Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Transaction History tab
  4. Transactions sub tab
  5. Export Account Transaction Details

4.10.2.3 Export Account Transaction Details

In the Transactions sub tab, you can export the required account transactions and allocation details to a file.
To export account transaction details
  1. Open the Customer Service screen and load the account you want to work with.
  2. On the Customer Service screen, click Transaction History tab and then click Transactions.
  3. In the Transactions section, select the required transaction.
  4. Click Export to Excel. The details are exported to a .xls file with options to save or open.

Parent topic: Transactions sub tab