The Import Transactions Summary Form contains tabs associated with running, viewing, and testing import profiles.
Run: To execute in live mode, delete and view previously defined import profiles.
Test: To test, delete and view previously defined import profiles.
Authorization Req'd: To authorize imported transactions before they are released to the CitiDirect system.
Release Req'd: To release imported transactions to the CitiDirect system for processing.
View: To view or print details about previously defined import profiles.
Run History: To view details about import profile history, and delete previously defined import profiles.
Notes:
Tabs vary based on your Solution Package and Access Profile.
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.