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Test outbound file delivery

Learn how to test exporting expenses or invoices reports directly to SFTP or an email address.

J
Written by Jack
Updated this week

ExpenseIn allows you to complete a test to your outbound file delivery destination, by exporting approved expenses or invoices from the Approved section in the Finance area and selecting the File Destination.

Prerequisites

Before completing the test, you must complete the below prerequisites:

  • Ensure a New Outbound File Delivery setup has been added in the Admin area via Admin > Integrations > File Delivery. Available Options are Email and SFTP.

  • Have approved expenses or invoices available to process.

We also recommend that the Finance users who routinely process approved expenses or invoices from the Finance area complete this test.

How to test your outbound file delivery option

To test your outbound file delivery option, follow the steps below:

1. Go to the Finance area in the Expenses and/or Invoicing module.

2. In the Approved section, select one or two approved expenses or invoices.

3. Click the Export button, then select Export Selected.

4. In the pop-up window, select the File option.

Note: You'll only see this option if you're also connected to your accounting package via the direct integration.

5. Populate the fields in the Export Expenses window.

  • Report Name - give your export file a name.

  • Format - select the desired export format from the list of available Export Formats set up in the Admin area of your account.

  • File Destination - select the Email Address set up or the Display Name you entered for your company file server.

  • Export Actions - select any relevant export actions, you may want to leave these blank as you're just doing a test.

  • Include receipts - tick the checkbox if you want to receive copies of the receipt images attached to the selected expenses.

6. Click Export to test your outbound file delivery export.

7. Check your Email inbox or SFTP site for the generated file.

Note: You'll also find a record of your test export in your Expenses and/or Invoices Export History section.

Please contact our Support team if you experience any issues with the outbound file delivery test.

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