New Transaction
ACCESS
New Transaction (left navigation pane) > chose manual or file upload method
Methods to submit transactions
You can add transactions two ways:
Daily deadline to submit transactions
Your financial institution has established some processing deadlines. To ensure that your transactions are processed on today's business date you must submit them no later than your financial institution's cutoff time. Transactions received after the deadline are processed on the next business day. Your funding date depends on the timing of your transaction submission. If you have any questions about funding, contact your financial institution.
TIP
Your cutoff time is at the top of the New Transaction page.
How often to submit transactions
Typically, at the end of your business day, you should transmit the sales you have entered into your existing accounting software (or enter your daily sales in the Business Center web form) to your financial institution for funding. You are not required to submit transactions every business day, but you must send transactions at least once a week. Otherwise, your financial institution may receive a payment for an invoice that does not exist in BusinessManager because it has not been submitted.
