Configuring Mappings for Scheduled, Configurable Invoice Exports

With Scheduled, Configurable Invoice, companies can use the Export Scheduler to deliver invoice information automatically to another software system. This increases accuracy and saves time because it is automatically scheduled; no one is responsible for going in and manually performing the export. 

Once you have enabled the export scheduler, you can configure mappings. This article shows you, a Emburse Professional AP Administrator, how to configure mappings for scheduled, configurable invoice exports.

1. From your Emburse Professional AP homepage, click Invoices.

   

2. In the Export section, there are two links to use for invoice mapping:

• Export Invoices - Click this link to open the Accounts Payable Transaction Export page where you can map the export for non-ACH invoices.
• Export ACH Invoices - If your company uses ACH (either NACHA or Emburse Pay Professional) this link will also be available. Use this option to map invoices to be paid via ACH.

Export Invoices

Set up the export for non-electronic payment invoices.

1. Click Export Invoices.

   

2. The Accounts Payable Transaction Export page opens. Click Complete Export followed by Configure Export Template.

   

3. The mapping page opens with templates to choose from. Click Edit next to the template you would like to choose.

   

Export ACH Invoices

Set up the export for invoices paid through electronic payments.

1. On the Invoices page, click Export ACH Invoices.

   

2. On the ACH Transaction Export page, click Configure Export Template.

   

3. The mapping page opens with templates to choose from. Click Edit next to the template you would like to choose.

   

Now that you've configured your mappings, you can begin using the Export Scheduler.