Generate CSV Files When Exporting Coupons to Truist

Description 

You have the ability to generate a csv file when exporting coupons to Truist for a community to avoid the limitations of a fixed-width text file.

 

NOTE:

With the new CSV export:

  • Long names of homeowners and addresses, up to 50 characters are valid.
  • Special characters such as dashes in homeowner account numbers are allowed.

 

Step By Step 

1) To export coupons for Truist

Go to Portfolio > Community and select a community>

In the community detail page, go to Actions and select, “Export Coupons”

 

2)Select Truist as the Partner, next input the number of payments and other relevant information then click on, “Export Coupons”

 

 

3) Your CSV file will be downloaded for you to review.

 

 

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