Use this page to review the transactions summary for the selected profile, and to access the add, modify, and delete transactions option.
Transaction Statistics (Recap Table)
Receiver Email ID (if applicable)
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Icon/Button |
Description |
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Displays the Add a Transaction page allowing you to add a new transaction to the selected profile. |
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Opens available fields for modification (Dollar Amount, Status, etc.) Not available in all configurations. |
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Displays a warning message asking you to verify that you want to delete the selected record. | |
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Starts the process by which transactions are imported into the selected profile. | |
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Update (increase or decrease) the dollar values of all or selected transaction by a specific amount, or by a percentage of the existing amount. |
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Specify a column of information (dollar amount, ID, account #, etc.) for manual update/edit. The fields in the specified column are "isolated" in order to enable tab navigation through the fields in that column. |
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Change the status of all or selected transactions. |
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Navigate to the first page of a multi-page display. |
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Navigate to the previous page of a multi-page display. |
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Navigate to the next page of a multi-page display. |
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Navigate to the last page of a multi-page display. |
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Displays the Filter and Sort Settings page on which you can edit parameters that determine the information displayed in the associated transaction list. |
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Click this button to modify the associated row of data. Not available in all configurations. |