6829 build 5 - AMEX extract facility.

*** PLEASE CONTACT SUPPORT ON: uktravel-support@microstravel.com BEFORE SETTING ANY OF THE FOLLOWING UP***

Go to Options / Global Options / INOP0S - tick the American Express.

go to File / Additional Modules / American Express. Within here are the parameter setup, lodged card setup and the extract facility.

Parameter details to be saved within here.

Make sure a path is stored for the extract files location.

There is now also a second screen within the Parameter screen - REF FIELDS.

These will allow you to store extra fields within the extract. Each REF has a drop down menu, listing numerous field options to chose from.

AMEX lodged cards will be needed also

Whichever payment method you wish to use against AMEX - whether it be just AMEX, or a mixture of AMEX and direct payments such as TP, you will need to set each payment method up accordingly.

payment type - Money due from credit company

nominal ledger code - is required if using Sage.

When taking payments within a consultation, simply select AX - American Express payment method, tick the AMEX box, allowing you to enter the card details

Produce an extract via - File / Additional Modules / American Express - Extract File.

An AMEX Extract report will automatically feature on the screen, but within a final extract the files will automatically export to your saved path.

2 files will extract - INVOICE & CHARGE files.

An example of a charge file, in Notepad.

~ Version Contents ~ Select Version ~ Main Contents ~