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finance:utilities:importtravelchecktransactions

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finance:utilities:importtravelchecktransactions [2019/10/21 21:13] – emorenofinance:utilities:importtravelchecktransactions [2021/01/27 17:00] (current) – emoreno
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 <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 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|Import Travel Check Transactions File Layout]]+[[https://help.ascendertx.com/interfaces/doku.php/business/import_travel_check_transactions|file layout]]
  
 </WRAP> </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}}|+
  
-If any errors are encountered during the import process, the system displays the Import Travel Check Transactions Error Report.+{{page>general:import_travel}}
  
-++++Review the report.|{{page>general:printreport&inline}}++++ 
  
-If you click **Process**, a message is displayed indicating a system backup should be performed. A backup is highly recommended.+VCV Click **Execute** to execute the process. You are prompted to create a [[general:financebackup|backup]]. 
  
-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.+<div indent>If any errors are encountered during the import process, an error report is displayed. [[general:printreport|Review the report.]] 
 +</div>
  
-  * In the **Function** Type field, the **Export** option is preset and cannot be changed. +  * Click **Process** to proceed.  
-  * In the **Export Path** field, perform one of the following functions: +  * Click **Cancel** to cancel the process and return to the Import Travel Check Transactions page. 
-  * 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. +<div indent>A message is displayed indicating that the process was completed successfully.  
-  * Click **Execute** to start the export function or **Cancel** to close the page without completing the task. +</div>
-    * 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.1571692387.txt.gz · Last modified: 2019/10/21 16:13 (external edit)

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