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Adding an SFTP location in Hosted Bill Analyst

Secure file transfer protocol (SFTP) is a way to securely transfer files and is often used for recurring reports that are too big to send via email. Add your organization's SFTP location if you regularly order reports.

 

You'll need to know the hostname/IP address, username, password, and port number to add your SFTP location.

 

The system will validate your SFTP settings to make sure they work.

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
  1. Fill in the form, then click Save. 

    The SFTP location appears and the status displays as pending until the page is refreshed.

Note: If there's a problem adding the location, you'll see an unable to validate—revalidate message on the SFTP locations page. In that case, you will need to edit your settings or delete your first attempt and try again.