PostTrans XL Visual Importer: PostTrans Toolbar
When installed, the PostTrans toolbar should be displayed in Excel:
Features:
|
Description |
Function |
|
Post Transaction |
Import the Transaction or data in to Exchequer company as specified in Set-up |
|
Update Lookups |
Scan data, validate and write back any looked up values |
|
Import File |
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. |
|
Clear Transaction |
Clear Transaction, if an “X” is placed in row 17 (Default) then clears column contents. |
|
Design |
Display list of Tags (these are used to identify data in columns) |
|
Setup |
Access System Set-up, the setup data is stored in the “Defaults” sheet therefore each template can have different settings. |