Creating a New Folder

You need to define the location in Data Exchange to specify where you want to store CSV files for export. You can store the files in the inbox folder, in any of the existing subfolders, or create a new subfolder.

To add a new folder:

  1. In your Account Reconciliation application, click the Navigator icon Navigator icon, and then, under Application, click Data Exchange.

  2. Click Actions, and then select File Browser.

  3. Double-click the inbox folder and create a subfolder where you want to store CSV files.

General Notices