Set up FTP Configuration

1. In the system navigate to Enterprise, Setup/Operations Setup/File Transfer Configurations
2. Add a new File Transfer Configuration. 

Set up File Transfers on 837

1. Navigate to Enterprise, Setup/Billing/EDI Profiles
2. Click MORE ACTIONS and then FILE TRANSFERS on the desired EDI

Add A File Transfer Event Trigger

1. At this time you'll need to key the destination folder again
2. Be sure to check the Overwrite existing (overwrites the file on the server when FTP if it exists)
   
   
    
3. When a period is closed and the recurrent Journal Entries are generated, the File Events are also Generated.
   • These can be seen on EDI FILES by clicking on the file name and then FILE TRANSFERS.
     
     
      
4. These File Transfer Events are picked up by a Windows Service and transmitted to the FTP Configuration.
   • The details will show here if they were success or not, with an error message. They can be resent if need be.

A manual entry can be made after the Journal Entry is created if ever needed using the Create File Transfer.