Add New Template - SFTP

From the SFTP tab you will need to enter: 

• SFTP Server 
• Port 
• Username 
• Password 
• Folder 
• Binary File Transfer (not ASCII) checkbox 

As soon as you enter all the details, you can Test Connection by clicking on the button. 

From the Frequency Setting choose the frequency at which you wish to receive the file. The drop-down selection will let you choose between Daily or Weekly options. 

 Similarly, by checking the box along the Automatically create expenses you will notice a new tab at the top of the Template Editor called Expense Creation. 

Watch the video below about Adding a New Template with the SFTP option.