Within Procure Wizard you can set up an FTP connection so that your Accounts Export will be sent directly to you overnight. The job that sends these runs between 1am and 4am each night. To set this up you would follow the below steps -
Log into Procure Wizard.
At the top, click on the Admin Cogs
.
At the left, click Purchaser Administration.
At the left, click FTP Settings.
At the top, click Add FTP Setting.
Add the FTP name as the Host Name.
Add your FTP User Name.
Add your FTP Password.
Add your FTP Port.
Select the Protocol as required.
Select Accounts Export from Report Type.
Add a Subdirectory if required.
Select your Accounts Export Software.
Select a Purchaser Group If required.
Select Amalgamate Report All units if required.
Click Create.
📌 Note:
We will not be able to advise any of your internal FTP settings details. If you do not have these then please contact your IT team internally.
If choosing the SFTP - SSH File (public key authentication) option this currently can only send the public key, not the public key and password. If you need the public key contact us through our Digital Assistant and reference this document.