| User Roles |  Admin |  Staff contributor | ✗External Contributor | ✗Pulse user |
When exporting data the system follows a specific logic to determine the order in which items appear. Understanding this logic can help you adjust the export to match your preferred structure.
Export Order Logic
Block-Based Execution
- The export runs block by block.
- Blocks can be rearranged in the export screen to achieve the desired order. Use the drag-and-drop feature to customise your export.
Order Within Each Export Block
- Reconciliations and accounts are exported in ascending account number order.
- Since reconciliations do not have standard account numbers, they are positioned based on their virtual account number setting.
- Virtual account number is an functionality accessible on the firm level by users with admin rights.
How to Reorder Reconciliations
- To adjust the order of reconciliations in the export, a user with admin rights can modify the virtual account numbers at the firm level by navigating to Templates > Reconciliations.
- By adjusting these settings, admin user can control how reconciliations appear in your export files.
Handling Duplicate Virtual Account Numbers
- If two reconciliations share the same virtual account number, they will be sorted alphabetically.