Summary #
While the Connector can process information on a daily, weekly, or even monthly timeframe, some issues may persist and knowing how to process a single can be helpful. Or you may not want to process up through the current date, so setting a cutoff date would be beneficial.
This guide will assist in being able to process information from a singular date, or from your last processed date to a specified cutoff.
Single Day Processing #
First, select your Entity from the drop-down menu.
Click the Process Single Date? Checkbox where two drop-down boxes will populate. One Dropbox is for RECIEPTS and the other is for BILLS. Select which date you would like to process.
You are now able to process Receipts and Bills for a single day.
Multi Day Processing #
First you will need to select your Entity from the drop-down menu.
Select to Use Cutoff Date which will apply to Both Receipts and Bills. The first date will ALWAYS be the last processed date. The Cutoff date will be the last day the connector will pull the information.
Now you can process your Receipts and Bills for a singular day, or multi-day range.