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View processing instructions

Open the
Processing Instructions
grid, then review each column and use
Hide/Unhide
or
Details
to manage your instructions.
You can use the Processing Instructions grid to review details about processing instructions you've created.
note
If you're a new user, there will be an empty grid. If not, the grid will show all previously created
Processing Instructions
.
  1. Go to the
    Processing Instructions
    grid from the left navigation panel.
  2. Review the following columns:
    • Actions
      :
      • Select
        Hide/Unhide
        to hide the instructions from the list.
      • Select
        Processing Instruction Details
        for an overview of the processing instructions.
    • Available
      :
      • Select
        Yes
        to show the available processing instructions.
      • Select
        No
        to show the hidden processing instructions.
    • Name
      : Select the name to open the
      Processing Instructions Detail
      screen. From there, you can edit the name as needed.
    • Data Fields Name
      : Shows the name of the data field selected while creating the processing instructions:
      • Standard Trial Balance
      • Tax Provision 6-Column Fields
    • # of Uploaded Columns
      : Shows the number of columns in the source file.
    • # of Enriched Columns
      : Shows the number of columns that are enriched.
    • Start Row
      : Shows the starting row number of the file.

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