Saving transaction descriptions

To save a transaction description while working in the Document profiles object bar:

  1. Click OK in the Transaction description dialog after adding or editing a transaction description.

  2. If you are adding the transaction description, type a name for it and click OK.

  3. If the document profile is open, right-click the document profile and click Save or Close.

To save a transaction description while working in the Transaction descriptions object bar:

  1. Click OK in the Transaction description dialog after adding or editing a transaction description.

  2. If you are adding the transaction description, type a name for it and click OK.

Transaction descriptions: Overview