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Once Export Files, Control Files and Summary Reports have been generated, they can be viewed and downloaded using the Accounts Link Download Activity. Export Files can then be transferred to an external Financial System by either downloading the File or sent to a specified location using FTP.
For more information on how to set up the FTP Connection, click on the link.
Accessing the Tenant Accounts Link Generator Activity
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The Setup Report Rules for Exporting pop-up closes and the Accounts Link Download Activity opens in a new Sigma browser tab. From here it is possible to view/download the Export File and Control File
Accessing previously run Tenant Billing Accounts Link Files
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The Account Link Download Activity will open and show an Excel and a PDF icon
Viewing the File
The Accounts Link Download Activity automatically opens in a new tab, with the prompt of 'Report Running'
When the report task is complete, the Control File or Summary Report is displayed:
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From here
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it is possible to download the Control File or Summary Report
- Click on the Excel or PDF icon to open the file
You can view this file and previous run files within this Activity (or open the Accounts Link Download Activity)
- Click on the grey bar at the bottom to open the Accounts Link Generator File Browser section
Downloading/Exporting an Accounts Extract
For more details on viewing the Files and how to download, click on Downloading an Accounts Extract.