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What data can be exported from Coutts Bankline?

April 26, 2017bankline coutts Data exported

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What data can be exported from Coutts Bankline?

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Coutts Bankline will allow you to export Account Balance Summary, Account Set Summary Balance, Group Account Constituent Balances, Supplementary List, Statements, Search Transactions Results, and Outward Payment Records. Also, the ability to export a list of system Users is also available. This includes the User name, User ID, and the assigned roles and privileges. Further information regarding exporting can be found in our Export File Layout User Guide which is available from the Coutts Bankline website.