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Load default template

To load a default card data extract for your company:

  1. From the main menu, select Administration > Data Extract Management > Finance Extract Template.

    The Data Extract Management - Finance Extract Template screen appears.

  2. Click Load Default Templates.

    Default Card Extract and Default Cash Extract appear as line items in your list of customized templates.

  3. Click Black pencil beside the template you want to view.
  4. Customize the template as required.