Before you begin the import process, you need to make sure the text file is in the proper format and that all required fields have entries. If the external file is properly formatted, it will help eliminate the possibility of errors.

If errors occur, an Import Error Report will be automatically generated and errors on the report will indicate exactly which transaction has the problem. This will help you to quickly identify them for correction. After you import the transactions from your external file, you can view the transactions in the AR Enter Payments/Adjustments window. The reference fields shown in the header table appear in the header section of this window and the reference fields shown in the detail table appear in the detail grid.