Complete a test by exporting a couple of approved expenses from the Approved section in the Finance area using the File Destination option.
Pre-requisites to completing the test:
Ensure a New Outbound set-up has been added in the Admin area, under the Integration section and on the File Delivery tab. Available Options: Email and SFTP
Have approved expenses or invoices available to process.
We also recommend the Finance user's who process approved expenses or invoices from the Finance areas complete this test.
1. Select one or two approved expenses or invoices, click the Export button, and select Export Selected.
If any Integration options are in use, you will need to select File.
2. Update the Export Expenses box with the same information as currently used when exporting approved expenses to file.
Enter the name you what the file to have in the Report Name box.
Select the email address set up or the display name you entered for your company file server in the File Destination.
Tick Include receipts if you wish to receive copies of the receipt images attached to the selected expenses.
3. Check your email inbox or SFTP site for the generated file.
Please contact our Support Team at email@example.com if you experience any issues with the outbound file delivery test.