Refreshing transaction data to be exported

To access and perform actions in this module:

Assign the permit Perform actions in Export Transaction Data module

This topic explains how to refresh transaction data. After the data is refreshed it can be exported from the system.

  1. Go to Operations - Markup Definitions.

  2. In the Create Transaction Data tab, in the Refresh Transaction Data section, select the parameters for refreshing transaction data.

  3. Click Refresh.

  4. Transaction data is refreshed for all travel files created during the number of previous months defined in the General Definitions tab. Transaction data is refreshed only from new transactions and transaction fees created or changed since the last time transaction data was refreshed.

    The process may take some time. When the process is completed, an e-mail message is sent to the e-mail address defined in Setup - Website Definitions - Email Notification, in the Web Manager email field.

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