It is possible to send a file using SFTP by using the Report Settings. Currently, you can only send fee reports.
Instructions
Sign in to your site
Navigate to Admin Tools and select Organizational Settings:
Select Report Settings:
In the Report Settings section, you will need to fill out:
Server Name or Host: Add the name of the server
Server Port: Enter the server port
Server Username: Fill in the username for the server
Server Password: Enter the server password
File Destination Path: Add the destination path for the file
Select Reports: You can check more than one option
Note:
It is important to save your settings before exporting.
Click the Save Settings button:
Click Export to generate the files and test the connection:
If you would like reports to be sent on a schedule, contact our support team for assistance