Use toolbar options to create and work with transaction files for different transaction types.
Field
Description
New
Click this option to display the New File dialog box and create a new transaction file.
Open
Click an existing transaction file and then click this option to open the file.
Transaction List
Click this option and then select one of the following:
Print — Print a file to your default printer using the Print Transaction List dialog box.
Preview — Preview a file on screen before you print it.
Print - Errors Only — Print a file to your default printer using the Print Transaction List dialog box. This file includes errors for the current transaction batch.
Preview - Errors Only — Preview a file on screen before you print it. This file includes errors for the current transaction batch.
Print - Unapproved Line Items — Print a file to your default printer using the Print Transaction List dialog box. This file includes unapproved line items for the current transaction batch.
Preview - Unapproved Line Items — Preview a file on screen before printing. This file includes unapproved line items for the current transaction batch.
Delete
Select a transaction and then click this option to delete the transaction.