Texas Capital WarehouseNOW Sample eGuide

To determine why the import failed... 1. Click the Tasks tab on the vertical menu.

Note: If multiple funding requests are submitted on the same Payment Detail Spreadsheet , determine which request(s), if any, were successfully imported into WarehouseNow ® by looking at the colored circles to the left of the Task number link. Tasks with a red circle have an error or errors. Tasks with a green circle were imported successfully. 2. Click on the Task number link. • One click on Task number displays funding details associated to the failed task. • Click again to display the error messages associated to the failed task.

Use the information in the error messages to determine why the release request(s) failed to import into WarehouseNow ® . Please note the Task number when contacting your Relationship Specialist for assistance. This number will help them to locate the record in the system and allow them to better assist you during troubleshooting. Note: Before importing a corrected spreadsheet, be sure to delete any rows that successfully imported into WarehouseNow ® . Failure to do so may result in a duplicate file error during import.

53

10.01.2015 Version 4.0 – Client User Guide