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finance:utilities:importcashreceipttransactions

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finance:utilities:importcashreceipttransactions [2018/07/24 18:19] – external edit 127.0.0.1finance:utilities:importcashreceipttransactions [2022/09/02 14:46] (current) – emoreno
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-[[https://txeis.net/page/Partners|File layout]]+[[https://help.ascendertx.com/interfaces/doku.php/business/import_cash_receipt|Import Cash Receipt Transactions File Layout]]
 </WRAP> </WRAP>
  
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 ====Import a cash receipt file:==== ====Import a cash receipt file:====
  
-Under **Import Options**:+VCV Under **Import Options**:
  
  
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 ^Cash Receipt Number Description|Type a cash receipt number description to replace all blank cash receipt number descriptions in the import file. The field can be a maximum of 30 alphanumeric characters.| ^Cash Receipt Number Description|Type a cash receipt number description to replace all blank cash receipt number descriptions in the import file. The field can be a maximum of 30 alphanumeric characters.|
  
-^Import File Name|Click **Choose File** to select the desired comma delimited file to import. Click **Open**. The selected file name is displayed.|  +VCV Click **Choose File** to select a comma-delimited file to import. Click **Open**. The selected file name is displayed.  
-^Execute|++Execute the process.|{{page>general:cash_receipt_execute}}++|+ 
 +VCV Click **Execute** to execute the process.  
 + 
 +  * If any errors are encountered, the Import Cash Receipt Transactions Error Report is displayed.  
 +  * If no errors are encountered, the Import Cash Receipt Transactions Report is displayed with a list of cash receipt transactions to be imported. [[general:printreport|Review the report.]] 
 + 
 + 
 +  * Click **Process** to proceed.  
 +  * Click **Cancel** to close the report without importing the cash receipt transactions.  
 + 
 +<div indent>A message indicating that the process was completed successfully is displayed. Click **OK**.  
 +</div> 
 +\\ 
 +You can verify the imported cash receipt transactions on the Maintenance > Postings > Cash Receipt tab.  
 + 
 + 
 + 
  
  
finance/utilities/importcashreceipttransactions.1532456393.txt.gz · Last modified: 2018/07/24 13:19 (external edit)

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