Preparing your data on your own machine allows you to upload all transaction data at once, while entering data directly into the web portal allows you to add transactions line-by-line. Both options are available by clicking the “Continue” button on the “Get Started” page of a transaction report.
From there, you can click the button to upload your prepared file, or just start adding your data into the web portal.
If you upload a prepared file with all your data, the system will then prompt you to match your inputs to the values our system expects.
If you enter your data line-by-line, your inputs will be validated as data is entered.