Save Location for Media Exporter Files

CUSTADMIN access only

To specify where payment files created using Media Exporter are saved, a Save Location must be set. If a location is not set, the user must choose where to save the file each time.

1. Go to Modules, then select Media Exporter.
2. Select Settings.
3. Select General.
4. In Save Location, do the following:
   1. Specify the saved folder location:
      • To save files to a shared folder, in Global Location, select ..., then the required folder.
      • To save files in specific folders locally for each user, in Local Location, select ..., then the required folder.
   2. Select a Save Name format for the file.
   3. To set how files are saved for all users, choose either:
      • Global Save Location — Uses the Global Location specified in step a
      • Local Save Location — Use the Local Location specified in step a
5. In General, configure the following:
   • Show Media Evaluation Before Processing — Whether to display a preview of the payment file before it is created
   • Group Transactions — Whether to automatically merge payments for suppliers with the same bank details into one payment
   • Include Cheque Paylists — Whether to allow BACS payment files to be created for cheque payment runs