Configuring Mappings for Scheduled, Configurable Invoice Exports

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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 export. 

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

Step 1: From your Purchasing homepage, click Invoices.

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Step 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 Certify Payments) this link will also be available. Use this option to map invoices to be paid via ACH.

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Export Invoices

Set up the export for non-electronic payment invoices.

Step 1: Click Export Invoices.

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

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Step 3: The mapping page opens with report columns listed for selection. Click the checkbox next to the column name to include it in the export file.

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Step 4: Arrange the selected columns in the order necessary. Highlight the column then, use Move Up and Move Down to order them as needed.

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Step 5: Once the columns are in the correct order, click Save.

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Export ACH Invoices

Set up the export for invoices paid through electronic payments.

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

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

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Step 3: The mapping page opens with report columns listed for selection. Mark the check-box next to the column name to include it in the export file.

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Step 4: Arrange the selected columns in the necessary order. Highlight the column, then use the Move Up and Move Down to order them as needed.

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Step 5: Once the columns are in the correct order, click Save.

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

 

 

 

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