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  3. How to set up FTP in the Finance Module

How to set up FTP in the Finance Module

In this guide, we will show you how to set up FTP within the Finance Module.

Access: The minimum permissions required to set up FTP are found in the Finance Module of Config>Setup>Roles & Permissions.


Pre-requisites: FTP location and log in details are required. Filename to be retrieved from FTP for Automatic Reconciliation must:

End _establishment number
Contain BROM

To begin, go to Module>Finance>Maintenance>Global Configuration


Scroll down to the FTP Transfer Settings.


Tick Enable Network/FTP Transfer


Complete the required fields (marked with an *) as per your requirements/settings and click Save.


The connection to the FTP can be tested by clicking the Test button.

Updated on December 7, 2023

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