Toolbar of the Credit Card Statement Reconciliation Form

Use the toolbar options to save information, create a new credit card statement, import credit card charges into the statement, and access online help.

Contents

Field	Description
Save	Click this option to save entries and changes that you make on the Credit Card Statement Reconciliation form.
New	Click this option to open the Credit Card Statement Selection dialog box and create a new credit card statement.
Open	Click this option to open the Credit Card Statement Selection dialog box and access an in-progress or closed credit card statement or create a new credit card statement.
Import	Click this option and then click one of the following options: Import Charges — Select this option to import charges from a credit card company into Vision. This opens the Import New Charges dialog box from which you select a text file that contains credit card data to import. Import Charges Error — Select this option to print import errors. This report identifies any errors that were encountered during the last import that you performed for the statement that you have open in Credit Card Reconciliation. Import Charges History — Select this option to open the Import Charges History dialog box and view or undo imported credit card charges. You can undo credit card charges if you have imported them into the wrong credit card statement.
Help	Click this option to open the online help system.