Import Distribution Adjustments

Navigate: Tax > Distribution > Import Distribution Adjustments

Description

Select the template and the file to import distribution adjustments.

Steps

1. On the Import Dist Adjustments screen, make a selection from the Import File Template drop-down list.

2. Click Browse to search for the file to import.

3. Select the Save as Pending checkbox to save the import as pending.

4. Select the Create tax and account payment records checkbox to create records for tax accounting and for cashiering.

5. Click Create Reference Data File in the Command Item bar.

6. Click Queue Import Process to kick off batch processes to import the distribution adjustments.

7. Click Close to end the task.