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I'd like to automate the Safe Pay - Transactions Upload process.
Currently we have to o
1 -Open the Safe Pay - Transactions Upload
2 - Select the appropriate Bank Upload ID
3 - Update the upload cutoff date to previous business day
4 - click Load / Reload Transactions
5 - Click Upload
/and then a bunch of more clicks.
Is there a way to use the Report Scheduler to automate this? When I open the Report Schedule window, there is no Safe Pay report.
Any and all help is appreciated; but please don't spam me. Thanks!
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I'd like to have this automated on a nightly basis if possible. We're going to have the files transmitted to the bank instead of manually creating the file, then uploading at the bank.
If possible, I would like to not have to open GP at all and the entire process automated.
The macro idea would save time, but would still require someone to open GP and do some manual work (clicking).
Have you tried recording a Macro. Its a great tool for repeatable steps.
Good reference
community.dynamics.com/.../microsoft-dynamics-gp-macros-recording-a-macro
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