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To display this screen:
In screen BS412S01, click one of the Processing buttons
In this section
Processing imported data from a downloaded statement
In all cases (all types of Downloaded files) screen BS412S02 will appear when importing data from a downloaded statement.
Screenshot BS412S02-1
This is a staging screen. The transactions found in the downloaded file are listed but have not been imported at this stage.
Lines beginning with Yes will process.
Make sure the correct data appears in the appropriate columns.
Do not proceed if the date, amount etc fields appear to be incorrect.
ALSO: Make sure that you have selected the correct Bank to Import your transactions into (this is listed
at the top of the screen)
You now have the opportunity to review the transactions and manipulate the transactions to be imported.
Right click in the list for special Multi-select Options.
Use the Exclude or Include buttons as explained below
Using the Exclude and Include buttons
Note that you have options to Exclude any selected transactions from the import, as shown in the screenshot above.
This feature may be useful if you have already manually
entered transactions which appear in the data to be imported.
Right click in the list for special Multi-select Options.
The Process button
When you have double checked that you have selected the correct Bank to receive the transactions in the downloaded file, continue with the Import by clicking the Process button
Screens for program BS412
- BS412S01 - The initial screen
- Screen BS412S02 - This page
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