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Q:

Can I export account set information for multiple accounts in one request?

A:

Yes. Users with the privilege 'Download own export files' will have the option to download balance and transaction data to an export file for multiple accounts within a selected account set and date range. File formats available are: Bankline, BAIv2, Swift MT940 and MT942. To use this facility:

  1. Go to 'Account Information' and select 'View Account Set' balances
  2. Select the 'Account Set' you wish to export information for
  3. Click on 'Export account information for set' 
  4. Select the date range for which the export is required and click 'Continue', then select the format you require from the drop down list and then confirm. If you've included today's date in the request you'll be offered options on whether to include all of todays entries or just those that made up the 'Start of Day' balance.
  5. You'll receive a confirmation message advising you of the file ID number. You can then go to 'Export files and Manage files' via the left hand menu to monitor the progress of your request and to download the file.
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