Open transaction descriptions

Using Invoice profiles

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

  1. Click the Invoice profiles object bar.
  2. In the resulting Invoice profile area located above the object bars, click the plus sign (+) to expand the invoice 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 invoice 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.