Transaction Runs

Learn how to create and schedule Transaction Runs, to gather community data.

  • Schedule a Recurring Transaction Run

    Transaction runs can be scheduled to generate recurring reports automatically and save them to a specific location. This ensures consistent data extraction for your extern...

  • One-Time Transaction Runs

    A Transaction Run is used to allocate matched invoices, expenses, or orders to a specific numbered run. This process is essential when extracting data to upload into an ex...

  • Schedule a Recurring Supplier Transaction Run

    Scheduled Supplier Transaction Runs automate the delivery of supplier data—capturing new, updated, or disconnected records at specific intervals. This is the gold standard...