This provides the option to download data using Receipt information or Transaction information.
Select the Transaction option to display the Transaction Download form.
Note - The Max Rows button allows you to limit the number of rows of data which will be returned. The default number is 1000.
Enter data into one or several fields to assist the Wizard in finding the transaction(s) you are searching for and click on ‘Download’. Data matching your criteria will be populated into your worksheet.
Once downloaded, the transaction information can be modified as required to use for applications against receipts or adjusting transactions. This data can then be uploaded.
Notes:
Any existing adjustments against the downloaded transaction(s) will only be downloaded in ‘Adjustment’ mode or if ‘Include Adjustments’ has been selected in the download form and the mode you are using permits this.
Open Transactions cannot be downloaded when the mode is set to ‘Unapply’. The following message will appear:
