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Core Financial Modules Can the Positive Pay export be automated?

Can the Positive Pay export be automated?

SOLVED

Posted By Sage100User 9 months ago

Can we set this up to export a file every day?

I checked the Task Scheduler in Library Master but I do not see it listed there.

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Sage100User 9 months ago +1 verified

I was able to set this up using Sage Alerts and Workflow to email a file every day for the checks from the previous day.

0 Doc102208 9 months ago

Hi - I built a Positive Pay report for a client using Sage Intelligence.

We set the report to run using MS Task Scheduler.

They are very happy.

Doug
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+1 Sage100User 9 months ago

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I was able to set this up using Sage Alerts and Workflow to email a file every day for the checks from the previous day.
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