Activating the Enable Export Scheduler Company Preference

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 report.

This article shows you, a Certify AP Administrator, how to enable the Export Scheduler company preference.

Step 1: On your Purchasing homepage, click the gear icon.

Step 2: Click the Company-level (or department).

Step 3: Click the Company Preferences tab.

Step 4: Scroll to the bottom of the page and click the Enable Export Scheduler checkbox. Click Save when complete.

Once the company preference is enabled, users with the Administrator or the Accounting Review permission can go to the Invoices tab and access the Export Scheduler link.

Next, configure mappings for scheduled, configurable invoice exports in order to use the Export Scheduler.