The Aliases Window

The Aliases window enables users to create set of “aliases.” Aliases are payees, accounts, classes and customer/jobs that are pre-defined (note: Classes and Customer/Jobs need to be enabled in Preferences). Therefore, when eZ Credit Card Import reads an online credit card export file and an alias is encountered, a pre-defined payee, account, class and customer/job is automatically pre-populated in the Import Transactions window. In order to create an alias, an account is required to be selected but the payee, class and customer/job are optional.

 

By creating aliases, users are not required to have a one-for-one match between online transaction descriptions and payees within their accounting software. Utilizing aliases also eliminates the possible issues faced when vendors add transaction identifiers, such as store number or date, to transactions.

 

For example, if the online credit card export file contains a transaction description such as “Staples Store 2311 Ashburn,” the user may set up an alias that sets the transaction to your Staples Vendor with an expense account of Office Supplies whenever the transaction description contain “Staples.”

 

Aliases can also be made from a combination of keywords enabling more granular matching. For example, the user can have a transaction description such as “Transfer on 11/20 to Account #212311”. To correctly assign a payee/account the user needs to match both the words: “Transfer” and “#212311”. In this case the user just needs to enter “Transfer” and “#212311” as keywords separated by a comma, like “Transfer,#212311”. (is there a space after the comma?? If not, that should be indicated).

 

The Aliases window is accessed from the Select Import Information window or Import Transactions window.

 

Figure 3: Aliases window

Elements of Window

The window contains the following elements:

 

Element	Description
Aliases grid	Contains the list of aliases currently saved. Aliases in the table may be modified or deleted.
Add button	Adds a row in the Aliases Grid enabling a user to create a new alias.
Delete button	Enables user to remove an existing alias. When a user clicks Delete, a Delete Rows dialog box displays verifying the users intent to remove that alias.
Save button	Saves the changes to aliases.
Close button	Closes the Aliases window without saving changes. If the user selects Close prior to selecting Save and aliases have been added or updated, a reminder pop-up box displays.
Help menu drop-down list	Display a selection of options for specific help information.
Help Home	Opens a browser and navigates to online help for eZ Credit Card Import.
About this Window	Opens a browser and navigates to online help for the Alias window.
How Do I	Opens a browser and navigates to the “How to…” section of online help.
Registration Information	Opens the Registration window and shows details on application registration.
Audit Log	Opens the Audit Log window and displays the last 30 days of activities.
About Zachary Systems	Opens a browser and navigates to Zachary Systems Home page.

 

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