FAQ - Document File Paths

Document file paths play a role in the financial delivery XN. There are a few file paths that can be included in your financial delivery XN set up that can help your XN accomplish more. Below are some common file paths that are used and a short description of what the file path does.

To pull in bank statements to the end of your financial package, you would include the following file path to the step in your XN that produces your package.

Documents/Bank Statements/[~ReportDate:yyyy/MM~]/

To pull in invoice images to the end of your financial package, you would include the following file path to the step in your XN that produces your package.

Documents/Invoice Images/[~ReportDate:yyyy~]/Invoices [~ReportDate:MM-yyyy~].pdf

 

 

To tell the system to store your financial package in a certain folder after financial delivery has been finish, included the following path in the step that completes the XN and check the output box.

 

Documents/Financials/[~ReportDate:yyyy/MM~] Financials.pdf

 

 

*note that if default folders are renamed the file path will also need to be changed to reflect the new folder name*