Downloading a full invoice history

When the moment comes to pass on a building we can help you download a buildings full invoice history. This is heavy duty reporting function only accessible to the system administrators.

1. Go to Setup / Data gateway / Agents
2. Check the Next version check time.  It should be in the future, something like Today, 13/01/2017 12:00
3. Copy the Machine name of the agent
4. Go to Setup / Data gateway / Plugin configurations
5. Click the Add Plugin button
   1. Enter the Name like Invoice File Export for <building name>
   2. Select Type Standard.BuildingInvoiceExportPlugin
   3. Paste in the Machine name from the Agent
   4. Enter a Processing time a few minutes after the Next version check time of the agent.  eg. 12:05
   5. Paste in the Directory path
   6. Click OK

1. On the Plugin Select Action / Additional properties
   1. For each additional property (Building Id, Start date, End date)
      1. 1. The building ID can be found in the URL when on the portal for the specific building  
      2. Click the Add property button
      3. Select the Property Name
      4. Paste in the Value
      5. Click OK
2. Set yourself a reminder to check the plugin after it has run.
3. Find the plugin in the list and check it has a Start and Finish Time for around the time you set.  Any concerns, ask on the Support Chat.
4. Check with the customer that they are happy.
5. Delete the plugin (otherwise it will keep running every day).

WARNING - this is tricky and shouldn't be rushed. Please ask for help if you need it.