This is where to create new imports or to view--and modify--existing imports based on the status selected (All, In Progress, Completed).
New Import
1.From My Paperless, click APFlow™.
2.From the APFlow™ navigation bar dropdown, click Credit Card Importer.
The Credit Card Importer page similar to the following displays:
3.Click 
.
The New Credit Card Import dialog displays:
4.In the Import Name field, enter an appropriate name for the import. This field is required.
5.In the File Name field, click the lookup icon, 
, to access the directory to locate the file to import. This field is required.
The last template used will systematically display in the Template Name field. This is by vault and by user.
If the file ends in one of the three "industry standard" formats, the Template Name field systematically displays the following and cannot be changed:
.qbo / .qfx / .ofx
Note: Click here to read about templates.
6.If appropriate, click to select Auto Detect Line Types From Import Data.
With this checked, the system identifies the line type based on what you pass in.
job value = job line; purchase order value = purchase order line
This is checked by default.
7.If appropriate, click to select Use Vendor Mapping to Reapply Vendor Names.
This sets the APFlow™ system to systematically match imported secondary vendors with the vendor information saved from previous imports.
This is checked by default.
8.If appropriate, click to select Restrict Access to Me.
This limits the visibility to only the person who created the import.
Note: Individuals in a Supervisor role can view import files with restricted access.
For information on Secondary Vendors and details on available Secondary Vendor options throughout Credit Card Importer, click here.
Edit Imports
1.From My Paperless, click APFlow™.
2.From the APFlow™ navigation bar dropdown, click Credit Card Importer.
The Credit Card Importer page similar to the following displays:
3.Click the Open icon,
.
The Credit Card Importer main page displays. Click here for details on navigating through the page.
Preventing Two Users in the Same Record
To prevent two users from successfully accessing the same record, and either overwriting data or deleting it, there is a record lock.
While a record is currently being accessed, the Status column entry for that record will change from In Progress to identifying the individual who has that record open.
If you attempt to edit the import while another user has it open, a prompt will display explaining that a specific individual has the record open and they must close it before you can open it.
Once the individual has gotten out of the record, click Refresh to update the Status column entry.