Tasks
Path: konfipay sync > Aufgaben
General information
Under this tab, tasks for konfipay sync are defined, specifically sending payments and fetching statements via the API.
Payments

To create a new send order for payments, select the tab Tasks
, then Payments
, and then New
.
In this window, the order can then be defined exactly by type, order name and source folder of the payment files. The option Include subfolders
ensures that all files from subfolders are transferred as well.
In addition, it is possible to specify to which folder erroneous files will be delivered and how konfipay sync will handle submitted payments.
Please do not use mapped paths for all path specifications, use the UNC path instead.
Transactions

Parallel to payments, pickup orders for statements can also be defined by selecting the tab Tasks
select, then Transactions
and New
.
In the following window, the job is then defined by type, job name and destination folder for the received files. The option Retrieve historical transactions
specifies whether past transaction statements are also retrieved and if so, in what time frame.
The option "Acknowledge transactions on retrieval" determines whether the transactions are reported back to the API as retrieved. If you want a specific naming convention for the transaction files, the option Individual file name
provides some selections. By default, the files are named after their konfipay RID.
Please do not use mapped paths for all path specifications, use the UNC path instead.
Execute tasks manually
To execute a created task manually, this task must be marked in konfipay sync and executed via Run
in order to be executed.
Only one task can be executed manually at a time.
