6. Downloads

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1. This section shows settings for the report. The first menu shows the type of report, and it can be changed to move to another report page. The second menu sets the filter for the download report: either unprocessed transactions or transactions within a date range.
2. This section allows you to import transactions from available sources. The "Import AL3 Files" will opena prompt to upload files. The "Ivans Mailbox" button will download pending transactions from your Ivans mailbox.
3. Click the "Search" button to load transactions into the Results section on the right.
4. This section shows all the transactions found after searching. You can click on each Item to see more details on it. You can also see the matching status of that transaction here. There is a button on the right end of each item that will allow you to open up the policy (if matched to an existing policy) or print the item (if it is a document). To manage or process any item here, activate the checkbox on the leftmost column.
5. The options here allow you to select a group of transactions below: either all, none, or all matched.
6. These two buttons provide actions done to each selected item below. "Process" will process any selected items; "Delete" will remove these items from the list of received transactions.