On the exporting window, a number of stationary and financial programs have export options. Click on the export page and select the general tab to view the exporting options.
Once on the general tab, make sure the first step is set to export and select the client name you want to export information for. In the second step, the drop down list will show all the different programs that have available export options.
Select a program from the list and a file should display in the browser section on step 3. At this point, you can click the export button on step 4 to generate and download your export file.
In some instances, depending on the software being exported to, a start and end date may be needed in order to generate.
Export files are generated in the file type that is required for the corresponding program. This is usually an XML or CSV file.
Export options are available for many programs like Messenger, Bass-Mollett, Graystone and more. To inquire about what export options are available on SRS or for assistance with exports, reach out to SRS support at support@srscomputing.com.