If there is additional information you would like to see regarding a Bulk Bill that does not print on the Bulk Bill Documents, you can use the Export feature.
From the Bulk Bill Details screen, click on the Export button.
Select the fields you would like to display from the Available Fields list by double-clicking on them. You will see them appear in the Selected Fields list. You can also click on the Select All button if you want to use all of them.
Click on the Commands menu, and click on Export Data.
The next window will show everything that will be exported based on the fields you selected. If there are any records in the list you do not want to export, double-click on them, and they will be removed.
Click on the Export button, and save the document to your Desktop so it is easy to remember where you saved it.
Depending on which program you use to create your mail merge (Word, Access, etc.), you will either need to import or open the .txt file using the desired program.
It is your responsibility to learn how to use the program that will receive the export.
Please don’t ask XETEX to walk you through the mail merge on your word processing program.
If the Export you just created is something you would like to run periodically, rather than having to remember which Fields you selected, you can click on the Save Setup button on the bottom right-hand side of the screen.
Enter a name for the setup. Click Save.
To access the Setup you just saved, go to the Bulk Bill Export screen, and click on the Load Setup button.
Either double-click on the setup that appears in the Saved Setups list, or you can click on it once so it is highlighted, and then click the Load button. This will return you to the main Bulk Bill Export screen with all of your Field information filled in and ready to export.
