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Open transaction descriptions

Using Document profiles

To open a transaction description using the Document profiles object bar:

  1. Click the Document profiles object bar.
  2. In the resulting Document profile area located above the object bars, click the plus sign (+) to expand the document profile for which you want to open a transaction description.
  3. To open and edit a transaction description, click the plus sign (+) next to the Transaction descriptions folder and double-click the transaction description.

Using Transaction descriptions

To open a transaction description using the Transaction descriptions object bar:

  1. If the document profile is open, close it.
  2. Click the Transaction descriptions object bar.
  3. In the resulting Transaction descriptions area located above the object bars, double click the desired transaction description to open and edit it.