Download Transaction File

You can download an uploaded transaction file.

Complete the following steps to delete a transaction file:

You can filter the transaction files table by Bank Account Number, Status, or Account Category to view only desired transactions files by using the Filter option. Refer to Filter, Export, or Configure Transaction Files Table for more information.

Select Payment Matching from the Gotransverse application menu .

Transactions Files Window

Click the icon in the left pane to hide it. Click the icon to open it.

You can manage what columns are displayed in the table by clicking the Configure button and selecting column names. For AR transactions, you can display mapped tags from the transaction file as columns in the table.

You can also filter each table by clicking the Filter button to select those transactions you wish to see, including Split for AR Transactions.
For the transaction file you wish to download, click the in the Actions column and select Download.

Actions Menu - Download Option

The file is downloaded to your computer in the format in which it was uploaded.