Select Payments from Data Extract

In Data Extract there is an option to allow you to select days since closed. This can be used to send out files based on when an account was closed.

 

Two new options have been added to the data extract. These will allow you to select payments! This means the data extract can be used to create a file of payments such as those made to you. The new options are:

  4. Create or update data extract selection (Payments)

  5. Run data extract process (Payments)

 

Option 4 allows you to set up the parameters. The new options you have are:

  Paid agency/client (ACB) _

  Payment within days ___ to ___ (Days) OR dates ______ to ______

 

For the above, A is agency payments, C is paid to client and B is both.

 

In the dates selection we have the following new fields.

  PDATE -PAYMENT DATE

  PAYAMT -PAYMENT AMOUNT

  PCOMM -COMMISSION

  PTYPE -PAYMENT TYPE

  SPDESC -PAYMENT DESCRIPTION

  POTYPE - SECONDARY BALANCE

  CNAME - CLIENT NAME

 

Remember to select closed accounts! PIF’s are closed, and will not be picked up unless you select closed accounts. There could be payments on other types of closes too. This new option allows you to create a file of payments.

 

 

Keywords: Article Data Extract Agency Data Extract Client Data Extract Closed