Automation Manager

The Automation Manager enables you to set up automated exports of the ExpensePoint Expense Report records for easy import into your accounting software.

While the Analysis Manager is designed for analyzing Expense Reports, the Automation Manager provides enhanced functionality by including additional details like GL codes. It is ideal for straightforward export or approved Expense Reports without applying filters, making it effective for addressing expanded reporting needs.

Key Features

• Export files can be sent via email or saved to an SFTP repository.
• Exports can be scheduled to run automatically at your preferred frequency.
• Exported files include only newly approved Expense Report data, avoiding duplication.
• Flexible field customization is available, such as using specific fields or merging fields before sending data to your accounting software.

Note: This process does not incorporate filters, as its primary function is straightforward export. For successful export, the file must align with the format requirements of the importing software.

Steps to Access and Use the Automation Manager

1. Open the Automation Manager Module
   Navigate to the Automation Manager module from the top navigation bar.
   
   Note: If you do not see it in the top menu, check under the More menu located in the upper right corner of your screen.
   
2. Workspace Overview
   The Automation Manager workspace displays a list of output files with details including:
   1. File name
   2. Batches
   3. Schedule
   4. Next processed date (if scheduled)
      
3. Available Actions
   From this workspace, you can:
   1. Add a new file
   2. View batches
   3. Edit an existing file
   4. Delete a file
      

Watch the video below for a visual guide to the Automation Manager.