How to Export a List of Entities

The export function allows the filtered list of entities and it associated data displayed in the Entities section to be exported in a CSV (delimitated) format.

Note: Refer to the guide "How to Filter the Display List of Payees" to filter the list of entities according to requirements prior to selecting the export option.

1. Select the "Entities" option from the "Customer Options" ribbon.

2. Select "Export" option from the action list on the right.

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