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PostTrans
Toolbar
When
installed, the PostTrans toolbar should be displayed in Excel:
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Description
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Function
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Post
Transaction
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Import
the Transaction or data in to Exchequer company as specified in Set-up
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Update
Lookups
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Scan
data, validate and write back any looked up values
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Import
File
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Import
a text file from CSV or fixed length field. Note this
function does not disturb the contents of adjacent cells (unlike using
Excel standard text file import routine). Therefore allows you to
add Excel formula to adjacent cells and import data based on
calculations, etc. Can optionally rename file to xxx.OLD.
Click
here for more information
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Clear
Transaction
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Clear
Transaction, if an “X” is placed in row 17 (Default) then clears
column contents.
Click
here for more information
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Design
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Display
list of Tags (these are used to identify data in columns)
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Setup
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Access
System Set-up, the setup data is stored in the “Defaults” sheet
therefore each template can have different settings.
Click
here for more information
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