Import New Charges (Text File) Dialog Box

Use this dialog box to select the import text file that contains the credit card data from a primary credit card that you are importing into Vision.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Credit Cards > Credit Card Reconciliation.
2. On the Credit Card Statement Selection dialog box, create a new statement or select an in-progress statement and click Select.
3. On the toolbar of the Credit Card Statement Reconciliation form, click Import > Import Charges.

Contents

Field	Description
Credit Card	This field displays the credit card for which you are importing statement data.
Statement Date	This field displays the statement date for the credit card for which you are importing data.
Text File and Browse	Click the Browse button beside this field to select the file that contains the credit card statement data that you want to import into Vision. You can import credit card statement information from a text file, such as a .txt or .csv file. This is the credit card statement information that you previously downloaded from your credit card company's website. The import file must contain the data, delimiters, and other formatting that you specified on the Import tab in Vision Configuration > Accounting > Credit Card.
Last Import	This text identifies the date and time of the last import that you performed for the selected statement date for a primary credit card.
OK	Click this button to start the import process.
Cancel	Click this button to return to the Credit Card Statement Reconciliation form without importing credit card data.