Save the Transaction Log for Transactions That Did Not Import

Oct 18, 2023

1065

QUESTION

How is the Transaction Log saved to show only the transactions that did not import?

RESOLUTION

Below are the steps to follow to save only the transactions that did not import:

Select the OPTIONS button on the first screen of Rightworks Transaction Pro Importer.
On the BASIC options tab, select the last option to GENERATE TRANSACTION LOG.
After the import has completed, display the Transaction Log.
Select the box at the bottom left-hand side of the screen to FILTER FOR RECORDS THAT DID NOT IMPORT.
Click the SAVE button.
The entire Transaction Log will save, but the Excel file will be filtered down to just display the records that did not import.