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Transaction Import Question


Guest arw
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Guest arw

Ok, so I have a print out from Relius that has the different Transaction types, the Transaction Code, SubCode and Expected Sign (+, -, None) to use when creating a transaction import file... now I just need to figure out how to take that and get Relius to do what I want. :)

Can someone tell me how to add a Transcation SubCode to my transaction import file? I can't find it as a choice in the import/export setup area.

So for example. I have a participant that received a distribution. So they have a Di Transaction. I want to change some of the distributions to show that they are hardship distributions (subcode 1) for example.

I want to add this to my complete transaction import that includes my gains, contributions, distributions, etc. Is this possible?

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Ok, so I have a print out from Relius that has the different Transaction types, the Transaction Code, SubCode and Expected Sign (+, -, None) to use when creating a transaction import file... now I just need to figure out how to take that and get Relius to do what I want. :)

Can someone tell me how to add a Transcation SubCode to my transaction import file? I can't find it as a choice in the import/export setup area.

So for example. I have a participant that received a distribution. So they have a Di Transaction. I want to change some of the distributions to show that they are hardship distributions (subcode 1) for example.

I want to add this to my complete transaction import that includes my gains, contributions, distributions, etc. Is this possible?

I am not sure that this is possible. I think you may need to use the DB viewer and a SQL script to accomplish these type changes.

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