Tyler Infinite Visions - Check Data Export Instructions

• This article is intended for: Admins
• Use this article for: exporting an account inquiry report to provide to the Data Onboarding team. 
• After reading this article, you should be able to: Export data from Tyler Infinite Visions with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

Notes:

• Some Tyler Infinite Visions clients may have different system functionalities. If these instructions do not apply to your system, your Senior Data Advisors can collaborate with you to identify an alternative report that meets your needs.

Check Data (optional)

1. Navigate to General Ledger > Banking > Check Manager.
2. Apply Selection to populate the grid.
3. Right-click on the grid and select Export to Excel.
4. In Excel, delete extraneous columns

Example Check Data