Manage Payment Export Profiles
The Manage Payment Export Profiles page summarizes details for saved profiles.
- Profile Name
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Name of the template for identification
- Description
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A description, defined by the person who created the export profile
- File Format and Payment Type
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The general file format for files that will be imported using the profile
Universal Online Banker supports both standard and user-defined formats for payments and transfers.
A specific type of transaction that will be included in the import, within the broader category of payment type
If importing tax payments, the tax import type is also indicated.
- Format Type
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The format of the file, such as comma-separated
- File Content Type
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The type of payment data exported with the profile.
File content types include the following:
- Payments
- Templates
- Wire Payments
- Wire Templates
- Wire Recipients
- Last Modified
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The date the profile was last updated
- Action
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Options that can be performed on the profile
The following are your options:
- Edit – Enables you to edit the profile details.
- Delete – Enables you to delete profiles from the system.
