To open a transaction description using the Document profiles object bar:
Click the Document profiles object bar.
In the resulting Document profiles area located above the object bars, 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 using the Transaction descriptions object bar:
If the document profile is open, close it.
Click the Transaction descriptions object bar.
In the resulting Transaction descriptions area located above the object bars, double-click the desired transaction description to open and edit it.
Creating a new transaction description