Expand Expense by clicking on the arrow .
Expand Credit Card Mapping
Expand CC Template
Click Filter Transaction
Click Add
In the New Filter window provide the following:
CC Template*: Select the CC Template from drop-down menu
Filter Id*: Enter an ID that represents this filter
Name*: Enter a name for this filter
Field Position*: Specifies where the field starts within the data, often measured in bytes or characters from the beginning of the record.
Include Flag*: Select Include if you want this line to be included in the data load, or Exclude if you do not want this line to be included.
Description: Enter a description for the filtered transactions
Click Save
An additional tab, Value, will appear at the bottom of the window. Use this tab to specify exactly where the transaction begins and ends.
To begin click Add
Filter Value: Refers to the specific value against which transactions are filtered
Description: Enter a description for the filter value