Open Forum

Expand all | Collapse all

SafePay Files

  • 1.  SafePay Files

    GPUG ALL STAR
    Posted Jan 07, 2020 09:36 AM
    Has anyone found a solution to timestamp or sequentially number exported SafePay files?

    The way that SafePay works is that the exported file simply gets overwritten if the process is ran again & the last exported file is still sitting there. This is getting us in trouble because we're losing files before our automated process sends the files to our bank.

    The way that say the EFT File works is that IF there's a file that already exists (w/ same datestamp), it simply increases the numbered suffix & increases the value by 1.
    Ex.)
    EFT_01072020_1
    EFT_01072020_1

    Any suggestions?
    Thanks,
    Kyle

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: SafePay Files

    GPUG ALL STAR
    Posted Jan 08, 2020 08:31 AM
    Hey @Kyle Malone, CPA

    Out of the Box, No.

    BUT, you can user Windows PowerShell and a schedule to MOVE the file that was just generated to a different location and append the filename so that the file does not get overwritten.​

    Additionally, in GP in Routines (SafePay>Transactions History), you can always pull up a prior upload and reprint it to a file format.

    ------------------------------

    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: SafePay Files

    TOP CONTRIBUTOR
    Posted Jan 08, 2020 08:34 AM
    Good Morning Kyle,

    I don't believe there is a way to do it through the "normal" GP SafePay process-at least I've not had much success there.  However, @Mariano Gomez Bent actually did a post on this topic a few years ago, and I've included the link below.  I've used it with one client, and it worked quite well for them!

    https://dynamicsuser.net/gp/b/gpblogster/posts/microsoft-dexterity-customizing-safe-pay-file-name ​

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: SafePay Files

    GPUG ALL STAR
    Posted Jan 08, 2020 10:04 AM
    Thanks @Jo deRuiter & @Samantha Higdon!

    Going to give both a whirl and will report back!​​

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: SafePay Files

    GPUG ALL STAR
    Posted Jan 08, 2020 07:14 PM
    Here is the original link to Mariano's article:

    http://dynamicsgpblogster.blogspot.com/2017/07/microsoft-dexterity-customizing-safe.html

    David

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role