Business

User Tools

Site Tools

Trace:
finance:utilities:importtravelchecktransactions

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
finance:utilities:importtravelchecktransactions [2018/07/24 18:19] – external edit 127.0.0.1finance:utilities:importtravelchecktransactions [2021/01/27 17:00] (current) – emoreno
Line 5: Line 5:
 //**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>
  
  
Line 12: Line 16:
 ^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.1532456393.txt.gz · Last modified: 2018/07/24 13:19 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.