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finance:utilities:importtravelchecktransactions

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finance:utilities:importtravelchecktransactions [2017/08/15 20:46] – emorenofinance:utilities:importtravelchecktransactions [2021/01/27 17:00] (current) – emoreno
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 //**Finance > Utilities > Import Travel Check Transactions**// //**Finance > Utilities > Import Travel Check Transactions**//
  
-<WRAP round intro>This utility is used to import employee travel expense records. Once the records are imported, transactions can be updated, and purchase authorization checks can be printed to pay employees.</WRAP>+<WRAP round intro>This utility is used to import employee travel expense records. Once the records are imported, transactions can be updated, and purchase authorization checks can be printed to pay employees. 
 + 
 +[[https://help.ascendertx.com/interfaces/doku.php/business/import_travel_check_transactions|file layout]] 
 + 
 +</WRAP>
  
  
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 ^Field ^ Description ^ ^Field ^ Description ^
 ^Transaction Date|{{page>general:trans_date}}| ^Transaction Date|{{page>general:trans_date}}|
-^Set Print Flag|Select to automatically select **Print** on the Check Processing - PA tab. You can manually select or clear Print on the Check Processing - PA tab, if desired.| +^Set Print Flag|Select to automatically select **Print** on the Check Processing - PA tab. You can manually select or clear Print on the Check Processing - PA tab.| 
-^Import File|{{page>general:import_travel}}|+ 
 +{{page>general:import_travel}}
  
-If any errors are encountered during the import process, the system displays the Import Travel Check Transactions Error Report. 
  
-++++Review the report.|{{page>general:printreport&inline}}+++++VCV Click **Execute** to execute the process. You are prompted to create a [[general:financebackup|backup]]. 
  
-If you click **Process**, a message is displayed indicating a system backup should be performed. A backup is highly recommended.+<div indent>If any errors are encountered during the import process, an error report is displayed. [[general:printreport|Review the report.]] 
 +</div>
  
-Click **Yes** to export a copy of the tables. Click **No** to not create the backup and continue. If you click **Yes**, the export Finance tables dialog box is displayed.+  * Click **Process** to proceed.  
 +  * Click **Cancel** to cancel the process and return to the Import Travel Check Transactions page.
  
-  * In the **Function** Type field, the **Export** option is preset and cannot be changed. +<div indent>A message is displayed indicating that the process was completed successfully.  
-  * In the **Export Path** field, perform one of the following functions: +</div>
-  * Type the drive and file name of where to export a copy of the tables. +
-    * Click Browse, and then select the folder into which to export a copy of the tables. Click **OK** to select the folder or **Cancel** to close the page without selecting a folder. +
-  * Click **Execute** to start the export function or **Cancel** to close the page without completing the task. +
-    * In the application dialog box, verify the path of the export, and click Yes to continue the export or No to return to the export dialog box. +
-    * In the archive password dialog box, type a password for the exported file, and then click **OK**. +
-    * A message is displayed indicating the export process was completed successfully. Click **OK**. +
-  * Click **Cancel** to terminate the process without saving the changes and to close the dialog box.+
  
  
finance/utilities/importtravelchecktransactions.1502829989.txt.gz · Last modified: 2017/08/15 15:46 (external edit)

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