Filter Transaction

Owned by Ernesia Toney
Last updated: Jul 08, 2024 by Salome Lagvilava
1 min read

 

  1. Expand Expense by clicking on the arrow image-20240621-114849.png .

  2. Expand Credit Card Mapping

  3. Expand CC Template

  4. Click Filter Transaction

  5. Click Add

  6. 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, or the number of columns for the variable length files.

  • 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

 

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