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Adding an SFTP location in Bill Analyst

Note: You can also access Bill Analyst by clicking Billing > Invoices, clicking the down arrow for the account, and then clicking Bill Analyst (Invoice Mgmt).

To add an SFTP location:

  1. Click Reports, click Billing Reports, then click Hosted Bill Analyst
Billing Account Selection
  1. Click the icon on the right side of the row for the account you want to view. 
Click the Billed Analyst radio button, then click OK.
  1. Click the Billed Analyst radio button, then click OK.
Hosted Bill Analyst (formerly Invoice Management) home
  1. Click the Setup tab.
Setup
  1. In the Account Information section, click SFTP Locations.
SFTP Locations
  1. Click Add Location.
Add SFTP Location