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View Imports

How to View Imported Transactions from a Template

  1. Open the Transaction Manager
    Navigate to the Transaction Manager module at the top of the window.
    Transaction Manager module at the top of the ExpensePoint screen
  2. Select the Template
    Begin by choosing the desired template from the Transaction Templates list.
    Transaction Templates list
  3. Access the View Imports Option
    Next, click on the View Imports option located in the template menu on the left side.
    View Imports navigation menu option
  4. Review Imported Files
    The Transaction Templates workspace will then display a list of all imported files.
    Transaction Templates workspace
  5. Use the Imports Menu
    On the left-side menu, an additional Imports menu will appear. From here, you can:
    1. View Transactions
    2. Delete Transactions
    3. Show Transaction Counts

Imports menu and menu options

 

 

Watch the video below to learn more about the View Imports option.