To add a new file to your automations list, go to the Add new file option from the Output Files left side navigation menu.
This will open the Output File Editor window.
The editor will include 2 main tabs:
- General
- Scheduling
General
Under the General tab you can enter the Template Title and select the File Type. If you’d like to see the Status of the file processing on your Expense Reports, check the box to Show Status in Expense Manager.
The File Type options currently available in the ExpensePoint™ system are:
- CSV
- Amex card remittance (CAD)
- Amex card remittance (USA)
- ACH transfer
- HSBC remittance
- TransactionPro
- NACHA file
- Quickbooks Online
- Sage 50 (Canadian Version)
- Xero
- NetSuite
- Viewpoint Spectrum
- EFT 80 byte file
Watch the video below about Adding a New File.