Activating the Enable Export Scheduler Company Preference

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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 Purchasing Administrator, how to enable the Export Scheduler company preference.

Step 1: On your Purchasing homepage, click the Configuration tab.

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

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Step 3: Click the Company Preferences tab.

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

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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.

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

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