Translations

Translations

Selecting Setup>Translation>Types navigates the user to the Translation Types screen.

A rule can be added by selecting the Add button, where the name and description of that type needs to be entered.

A translation type can be edited by selecting the name of that type

or deleted by selecting the delete button ()

Selecting Setup>Translation>Data navigates the user to the Translation Data List screen.

Translations are used to map a field on the Bank side to a different field on Cashbook side. This information is then used in reconciliation rules to assist with matching of transactions. The recon rule is then configured to return the Target Value where a specific field matches the Source Field specified as a field on the Bank side and then uses this field to match to the specified field on the Cashbook side. Translations is a tool to help with auto reconciliations where the data on the Bank side does not match the data on the Cashbook side. The user can link the two using a translation, which is not going to change frequently.

Translation data can be added by selecting the Add button.

Translation Data can be edited by selecting the ID of that translation in the Translation Data List screen.