Export Custom Transactions

Exportation interfaces in Fairways Debt enable administrators to configure a CSV file, which exports specific data from Fairways Debt.

 

Prerequisite

Contact your Finance Active consultant to:

 

Navigate to the Debt & Derivatives Application
  1. Log in to your Fairways Debt account, e.g. https://login.financeactive.com/login.
  2. Select a customer account.
  3. Click Debt & Derivatives in the application menu.

 

Export Custom Transactions
  1. Navigate to Portfolio > Export.
  2. Click the relevant exportation interface.

In our example, we click Custom Exportation.

Portfolio_Export_EN.png

  1. Complete the form with all relevant details.

Notes:

  • Fields marked with an asterisk * are mandatory.
  • Different fields display depending on the interface type.
  1. Click Export.

Export_EN.png

The exportation file is generated.

Was this article helpful?
0 out of 0 found this helpful