Export Functions Overview

Overview

The Export menu item provides authorized users access to functions that can be performed to maintain system-level data. User authorization is setup or changed using the Security - Users Maintenance function. Export functions are accessed via the drop-down Function box that appears in the Navigation Bar of the Export Screen. The user can access any function by selecting the appropriate identifier from the drop-down box. When a function is selected it is displayed in the blank section of the Export Screen or it creates a pop-up window.

Click on the Export tab when you want to take information from CRC and send it somewhere else. This could mean creating an export file or printing documents.

When you click on the drop-down box in the Navigation Bar, you are presented with the functions you will use to upload various types of data into CRC. These functions are outlined below. As you can see, the Import processes involve two steps. The first step is to upload the data. The second step is to apply the data to the system.

You can click on the link below for more information, or access the topic from the online help system table of contents.

Data Entry

Some functions require Data Entry. For example date entry requires MM/DD/YY or the user can click on the Calendar Icon to the right of the parameter date. Data Entry details are provided in each Function Help page.

Function List

The following table provides a brief description of each function that you select from the drop-down box and a link to the associate help documentation for the function by clicking on the name of the function.

Function	Description
Banner A/R Feeds
Credits	Allows the user to post credits back to Banner that have been imported as Loan/Receivables into the system.
Payments	Allows the user to post payments back to Banner that have been posted in CRC against Banner AR replicated debt.
Correspondence
Benefit Mail	View, print, update and select the timeframes for Customers to receive Grace, Deferment, Postponement and Cancellation notices.
Coupons	Create a Coupon Report to print coupons locally, or create an extract file to be exported and printed elsewhere.
Disbursement Notices - Imported Accounts	View, print disbursement notices.
Invoices - Bills	View, print, update and export a Billing file.
Invoices - Due Diligence	View, print, update and export a Due Diligence mail file.
Federal Reporting
ClearingHouse	View, print, download clearinghouse jobs for specific years.
IRS 1098-E Reporting	Produce a 1098-E extract file.
IRS 1098-E Statements	Print 1098-E statements for individual Customers.
NSLDS Reporting	Update NSLDS records using the current corresponding Customer and Loan/Receivable information. Create the data file that is sent to NSLDS. Update the NSLDS record identifier fields.
Financials
Accounting Feed Extract	Produce a file of financial ledger transactions you can use to update your institution's General Ledger.
ACH Outbound File	Create a file to send to financial institutions for automatic payments from a Customers account.
Miscellaneous
Collections Referral File	Create an extract file of Customer Loan/Receivables that have been referred to an external collections queue during a specified period.
Credit Report Extract	Produce an extract file to transmit to one or more Credit Bureaus.