Uploading Transaction Files
ACCESS
New Transaction > Upload Transaction FIle
Uploading a transaction file is the most efficient method for adding multiple transactions. There is no daily limit; you can upload files as often as needed. Following the upload, your new transactions are queued and displayed in the Unsubmitted Transactions list (at the bottom of the New Transaction page) for review before you submit them to your financial institution.
NOTE
If any sales are for new customers, you must submit new customer information. If you do not upload new customers before you upload a transaction file, the transaction file upload fails and a list of missing customers is displayed.
Uploading a transaction file
- Prepare the file.
- From New Transaction, select Upload Transaction File.
- Enter the file name or click Browse/Choose File and locate the file in your system.
- Click Upload and Verify.
- Note the new transactions in the Unsubmitted Transactions list, where you can review, edit, delete, and add attachments before submitting them.
Viewing recently uploaded transaction file names and dates
From the Recent Files list, you can confirm whether you have uploaded a particular file. This list is read only.
Can invoices be selectively excluded from funding?
If you have a special circumstance where you need to selectively withhold invoices from submission for funding review, contact your financial institution. Best practice is to submit ALL transactions for every customer. Why? You get the quickest turnaround on payments. If a payment posts for an invoice owned by your business, your account is credited. If you have any customers whose invoices you do not want funded, you can contact your financial institution to set the "Invoice purchases restricted" feature for those customers. The system automatically sends all of those customers' invoices to Declined. All invoices, funded or not, can be viewed and tracked in BusinessManager. In addition, all invoices, funded or not, appear on customer statements.
