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Use this form to set up a recurring automatic import of credit card transactions.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Enter criteria on the General tab

Prepare batch processing on the Batch tab

Fields

Field

Description

Browse to locate the folder that contains credit card transactions to be imported.

Select the import format.

Select this check box if you want to run a batch job.

Enter a description of the import task.

Select the batch group that the task is attached to.

Select this check box to allow only the creator of the import task to perform the import.