sFTP Example for Purchase Invoices

Config Details

Example of a setup:

Explanation of the Points with Coloured Digits:

1. sFTP Login Data Provide the required sFTP login credentials for system access.
2. Export Folder (Cost Invoices) This is the export folder for Billit. By default, the export files are in UBL format, and attachments are included as embedded objects.
3. Expense Invoices Only Only expense invoices will be processed.
4. PDF Upload Setting Indicates whether PDFs should be inserted into the folder. Set to No if PDFs should not be uploaded.
5. Daily Success Folder A new success folder can be created each day. This setting is linked to point 7. If point 7 is configured to "move to success folder," you may choose to create a daily subfolder. This can make monitoring easier and may improve performance.
6. Allowed File Types Define the default file types permitted for processing. These settings can be configured to be as strict as required.
7. Post-Processing Action Specify what happens after successful processing: either delete the files or store a copy in the success folder.