To open a transaction description under the Document profiles object bar:
Click the plus sign (+) to expand the document profile for which you want to open a transaction description.
To open and edit a transaction description, click the plus sign (+) next to the Transactions descriptions folder and double-click the transaction description.
To open a transaction description under the Transaction descriptions object bar:
If the document profile is open, close it.
Click the Transaction descriptions object bar.
To open and edit a transaction description, double-click the transaction description.
Creating a new transaction description