Saving Transactions

The process for saving embedded and external transactions is slightly different in terms of the menu options used. The Save Transaction As option allows you to save an embedded transaction as an external transaction. This option works similarly to the Save As option in the File menu used to save external transactions.

To save an embedded transaction as an external transaction, select Transaction→Save Transaction As. This option opens a Save As dialog box where you can provide a name and destination path for the transaction. You can also right-click the embedded transaction tab and select Save As.

Note: To change the name of an embedded transaction, select Transaction→Change Transaction Name or right-click the embedded transaction tab and select Change Transaction Name.

To save an external transaction, use the Save or Save As options in the File menu. An external transaction (as a separate file) is opened, closed, and saved just like an REQ file from options available in the File menu.