The Transaction Upload Template page lists all of the system generated templates and customized templates that can be used to import transactions. System generated templates are uploaded via the Generate Template action on the Generate/Upload Template page. Customized templates are uploaded via the Upload Template action on the Generate/Upload Template page.
You can open or download templates that are listed on the Transaction Upload Template page by selecting the hyperlink in the Template File Name column. After you have downloaded the appropriate template you can enter the transaction information for the transactions that need created. You must populate the cells that have an asterisk next to the field name. You can optionally enter information into the fields that are not required. After you have entered all of the transaction information you can upload the spreadsheet to Advantage. Refer to the “Upload the Spreadsheet to Advantage” topic for more information.