Bank Transaction Type Mapping Dialog Box
Use this dialog box to configure how Vision identifies whether the bank transaction are payment records or receipt records.
Location
To display the Bank Transaction Type Mapping dialog box, complete the following steps:
- On the Vision Navigation Menu, click .
- Open an existing bank code or create a new record.
- Click the Import tab.
- Select the Import check box if it is not yet selected.
- Select the Type mapping option from the drop-down list for the Define Receipt/Payment option.
- Click the Type Mapping button on the Import Values grid toolbar.