--- title: Scheduling Output File description: Schedule an output report file in ExpensePoint. --- [Back to home](https://support.expensepoint.com/migrated) - [ Overview ](https://support.expensepoint.com/migrated/overview) - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction) - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started) - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization) - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations) - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management) - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports) - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies) - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics) - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings) - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features) - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance) - [ User ](https://support.expensepoint.com/migrated/user) - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager) - [ Submitters and Approvers ](https://support.expensepoint.com/migrated/submitters-and-approvers) - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile) - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager) - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver) - [ Admins and Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting) - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager) - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager) - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager) - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager) - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager) - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator) - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager) - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter) - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager) - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting) - [ Help Docs ](https://support.expensepoint.com/migrated/help-docs) - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app) - [ Knowledge Center Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos) - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos) - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français) # Scheduling Output File Under the** Scheduling **tab you can set a schedule when the automated file output should be sent into your accounting system through the **SFTP**.   From here you can set the **Scheduling** details and the details for the **Submission**.  ![A screenshot of a computer Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Jan-01-2024-05-05-45-1159-PM.png?width=557&height=509&name=undefined-Jan-01-2024-05-05-45-1159-PM.png) From the **Schedule **select the type of output either **Manual** (no automation) or **Scheduled** (through the automation).  If you select **Manual**, you will be able to send the file whenever you are ready to initiate the processing. You are in control of the data transmission.  If you select the **Scheduled** option, you will need to enter the details of the date/time and frequency when you wish the automation to trigger the processing.  ![A screenshot of a computer Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Jan-01-2024-05-05-56-6692-PM.png?width=557&height=551&name=undefined-Jan-01-2024-05-05-56-6692-PM.png) In either case, you will also need to enter the method of the file submission under the** Submission** section. You have a few options to choose from the** Send Via** field:   - Do no send – the file will **not** be sent anywhere  - SFTP – send the file through a **Secure File Transfer Protocol** (SFTP) *Recommended*  - FTP – regular **File Transfer Protocol** (unsecured) *Not recommended*  - Email - enter the **Email** address if you would like to get the file by email  - HTTP Post - enter the **HTTP URL** if you would like to post this file to an external link.     If you have selected **SFTP** or **FTP **submission method, you will need to enter further details and credentials:  - SFTP Server - enter the name of the server   - Port - enter the name of the port  - Username - enter the username for the server above  - Password - enter the password for the server above  - Folder - enter the folder from your server where the file should be placed  - Binary File Transfer (not ASCII) - enable this checkbox if you would like the output file to be in a binary file format  *** Note****: Check with your IT Department for these technical details.*  ![A screenshot of a computer Description automatically generated](https://support.expensepoint.com/hs-fs/hubfs/undefined-Jan-01-2024-05-06-10-2025-PM.png?width=348&height=433&name=undefined-Jan-01-2024-05-06-10-2025-PM.png) As soon as you are done setting up the automation for the **Output File**, click **OK** to save it.   Watch the video below about** Scheduling and Submission** of an **Output File**.