Click Export standing orders. The Export Standing Orders page appears.
3.
Under Export standing order processes, click Add. The Add an export standing order process screen appears.
4.
Enter a unique name and description to help identify and explain the process.
5.
In the Output format field, select the output format to use with the process. The output format determines the fields exported from your database. If you select Standard standing orders export output, the export includes the fields standard to standing orders.
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Account holder information
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Account holder address
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Account name
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Account number
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Reference number
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Bank name
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Bank branch
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Branch sort code
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Branch address
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Instalment amount
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Instalment frequency
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Instalment start date
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Instalment end date
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Number of instalments
Your system administrator can also create custom output formats for standing order export processes.
6.
Under Criteria, select whether to include all standing orders that are not set up in your database or only selected standing orders.
If you select Selected standing orders, in the Selection field, click the magnifying glass. The Selection Search screen appears so you can search for and select the selection of revenue records to include in the process.
7.
To update the standing order setup status and date of the revenue records included in the process, select Mark exported standing orders as set up.
If you select the checkbox, when you run the process, the program automatically selects Standing order has been setup and enters the date the export file was created on the records of the pledges and recurring gifts included in the process.
8.
Click Save. You return to the Export Standing Orders page.