Exporting Reports via Biller

Exporting Reports via Biller

How to export reports via Remote Desktop Billing engine or Scheduler?

Open your remote desktop application

Click on the pencil at the top right corner of your biller or scheduler

Click 'Folders' and then the plus sign at the bottom left corner

Select your 'Desktop' (or whatever location you would like reports to be saved) then 'open' and then 'save'

These changes may take a while to update with NextStep so saving reports right after you make these changes may not work immediately.