If your accounts export that is send a copy to a FTP location hasn't automatically run overnight or failed to send to your designated FTP location, please raise a support case or contact us through the Digital Assistant on the bottom right side of the screen and we can check the process log for you.
If the file must be generated and sent to your accounts software immediately there are several options available to extract and post to your accounts package, please note any non-exported invoices and credits will be automatically picked up on the next successful export.
File generated in Procure Wizard but did not send to your FTP location
Download a copy and manually import to your accounts software.
Click the SFTP to attempt a resend.
Click the Admin Cogs
icon along the top bar.
Click Accounts Export.
Select the export version.
Click Past Exports.
Locate the file and either click Download or SFTP as described above.
File did not generate in Procure Wizard
Manually run the export and use the downloaded file to manually post to your accounts package.
Manually run the export and click SFTP to manually send the file to your SFTP location.
Click the Admin Cogs
icon along the top bar.
Click Accounts Export.
Select the export version.
Set and select the required fields, and click Export.
Manually post the file to your accounts software or click SFTP to send a copy to your FTP location.