Filter Transaction

1. Expand Expense by clicking on the arrow .

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