From 735e40aec388c6dfca34a699263167b53b4a5bcd Mon Sep 17 00:00:00 2001 From: "Frank H. Ellenberger" Date: Sun, 4 Aug 2019 07:27:22 +0200 Subject: [PATCH] Minor improvements on Import Matcher section Convert one Note to Tip Use Vertical Span in the table --- help/C/Help_ch_Transactions.xml | 13 +++++-------- 1 file changed, 5 insertions(+), 8 deletions(-) diff --git a/help/C/Help_ch_Transactions.xml b/help/C/Help_ch_Transactions.xml index 54c942997..d122e0bc8 100644 --- a/help/C/Help_ch_Transactions.xml +++ b/help/C/Help_ch_Transactions.xml @@ -1081,9 +1081,9 @@ Author: assignment of the transfer account by the user. By default, if no transfer account is assigned, transactions will be assigned to an Imbalance account on import. This is to indicate that they need an appropriate account assigned to them. - It is important to assign a transfer account to each transaction prior to import of the transactions. Otherwise the tokenized information from the imported transaction + It is important to assign a transfer account to each transaction prior to import of the transactions. Otherwise the tokenized information from the imported transaction will not be appended to the list of tokens for an assigned account for use in future matching of transactions to transfer accounts. - + The status of the transaction rows to be imported is indicated in the matcher by a combination of the background colour for the row and three checkboxes in the columns labelled A (Add), U+R (Update and Reconcile) and R (Reconciled) as described in . @@ -1103,32 +1103,29 @@ Author: - A + A Gold Flagged for input: – Intervention required, transfer account must be selected. - A DarkSeaGreen1 Flagged for input: – Intervention not required, transfer account matched. - U+R + U+R DarkSeaGreen1 Matches an existing transaction: – Intervention not required, import and update amount. - U+R Brown1 Transaction matched: – Intervention required, not to be imported. - R + R DarkSeaGreen1 Matches an existing transaction: – Intervention not required, will not be imported. - R Brown1 Matches but not reconciled: – Intervention required, will not be imported.