Automation can be tricky inside of Treasury Software. If you ever want to automate a process this can be done inside our Software Integration Kit (SIK). First, you will want to open the SIK:
Then you will want to select a row then Add/Edit:
Then you will see the Custom Menu box. This is where you set files to be imported and created. Make sure you are familiar with doing a general import prior to setting this up b/c there are some key items you need to know about. Specifically, which mapping template you are using and where you want the Output file to go. For more information concerning the SIK please visit this link
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