The Transfer module: An overview

What does Transfer do?

You use Transfer to transfer data from processed invoices to a target system or file. The data is transferred in transactions. A transaction is a package of information that the program transfers to another computer system by saving it to a transfer file. A transaction usually contains many records whose format is specified by one or more transaction descriptions. A standard transaction description is part of every complete invoice profile.

Normally, only data for invoices with Complete or Approved status is transferred. However, you can specify, for example, that data for invoices with Scanned status is to be transferred.

Transfer formats the output data according to the contents of transaction descriptions. You need to define a standard transaction description. You can also define a start transaction description, stop transaction description and an archive transaction description and specify them in your Transfer job description.

Starting and running Transfer

The first step in a transfer process is to create a Transfer job description, which specifies which data you want to transfer and how.

Then, you can run Transfer automatically as a Windows service, or you can use the graphical interface as described below:

Start the transfer by opening the job description in Transfer and clicking Start.

When you start Transfer, an information box displays the current system status, date and time (with the date and time format based on your Windows settings). When you start a Transfer job, the start date, start time and run (elapsed) time are also displayed in that box, and you see a bar chart that shows how many invoices of each type are transferred.

Log view

The dockable log view displays messages on the tasks that occur during the job. For detailed information on each task, click the desired message/task under the Messages heading and see its details under the Details heading.