Importing transaction descriptions from other programs

You can create a transaction description from a text file you used another program to create, if the text file conforms to the required format.

Follow the instructions below to import a transaction description and save it to a form definition. To import a transaction description and save it to a set definition, follow the same instructions except click the Set definitions object bar in step 1 and skip the last step.

  1. Click the Form definitions object bar in the Manager.

  2. Click the plus sign next to the form definition to which you want to import a transaction description.

  3. Select the transaction description and select Edit ð Import from text file.

  4. Select a transaction description to import and click OK. The existing transaction description is replaced by the one you selected.

  5. Resave the form definition by clicking the Save button on the toolbar.

Transaction descriptions: Overview