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Uploading credit card receipts to NAB Transact

Uploading credit card receipts to NAB Transact

You should upload credit card receipts to NAB Transact.

To upload transaction receipts from NAB Transact:

  1. Open Synergetic.
  2. Select Module > Debtors > Electronic Banking.
    The Electronic Banking window is displayed. See Electronic banking in the Debtors manual.
  3. Select the Automatic Credit Card Receipts radio button.
  4. Click .
    The Save As window is displayed.
  5. Navigate to the folder where the credit card receipts file is to be stored.
  6. Click.
  7. Click .
    The Create Automatic Credit Card Receipt Posting window is displayed.
  8. Update the posting information fields, if necessary.
  9. Click .
    The Confirm window is displayed.
  10. Click .
    The credit card receipts file is saved.
  11. Contact NAB for instructions about uploading files to the NAB Transact website.

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