Transaction runs can be scheduled to generate recurring reports automatically and save them to a specific location. This ensures consistent data extraction for your external payment or reporting systems while maintaining a high standard of accuracy.
Prerequisites
Audience: Users with the Community Administrator or Create Invoices role.
Setup: For assistance setting up an FTP endpoint for your transaction runs, contact your Administrator or Unimarket Support to ensure your endpoints are updated3.
Transaction Run Types
Select the article type that best suits your data needs:
Invoice Transaction Run: Captures matched invoices or expenses for payment processing.
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Order Transaction Run: Gathers data for Open, Closed, and Cancelled orders not yet assigned to a run.
Note: Each order is sent only once; if an order is cancelled after its initial run, no update is sent.
Supplier Transaction Run: Gathers data on new, updated, or disconnected suppliers.
Expense Transaction Run: Collects data specifically for approved expense claims.
How to Schedule a Recurring Run
Navigate to the Insights module and select Transaction Runs.
Click More Actions and select +Schedule Transaction Run.
Complete the scheduling fields as defined in the Reference Table below.
Click +Edit Report Details and then +Add Report.
Select the applicable report type (Invoice, Order, Expense, or Supplier).
Verify the Filename Template; this field will auto-select a name for the generated report.
In the Endpoint field, select the destination where the completed reports should be sent.
Click Add, then select OK to save the schedule.
Scheduling Fields
| Field | Description |
|---|---|
| Name | Enter the desired name for the recurring run. |
| Days | Select the day(s) of the week for the report to run (e.g., Every Monday & Wednesday). |
| Run Time | Select the time(s) of day for the report to run. You can add multiple times per day. |
| Email Addresses | The destination for report notifications after the transaction run is generated. |
| Transaction Type | Choose the specific transaction type you wish to report on. |
| Exclude/Include | Choose to exclude specific suppliers (default is blank) or include only selected suppliers. |
| Supplier | Select a specific supplier or leave blank if you do not want to exclude any. |
| Connected Suppliers Only | When checked, only currently connected suppliers are reported. |
| Organizations | Select specific organizations to report on or leave blank for all. |
| Supplier Access | Filter by Public (accessible by all) or Internal (internal use only) suppliers. |
Important Notes
Duplicate Prevention: The transaction run ensures invoices cannot be picked up more than once to prevent duplicate payments.
Order Status: Each order is only sent once; if an order is later cancelled after being included in a run, no update will be sent.
Manual vs. Scheduled: Manual transaction runs created between scheduled runs are only available via manual download and are not automatically sent via sFTP.