This bot can create multiple bills using the excel sheet as input and create new client if the client does not already exist in Invoicely.
This requires an Invoicely account and correct data to be added in input file provided with the download zip. For more details about input variables, refer to readme provided.
Key Use Case: Invoicely - Create New Bills
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- December 20, 2019
- First Published
- September 17, 2018
- Enterprise Version
- Community Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Functional AAE 11.2
Inputs: BillTitle DescriptionName BillNumber Language1 Currency1 ClientName NewClient BillDate BillDue Period BillReference ItemType ItemDescription ItemCount Quantity Rate Units BillNote NewClientType OrganizationName FirstName LastName Language2 Currency2 EmailAddress PhoneNumber Address1 Address2 City State Postal Code Country TaxID FaxNumber WebsiteURL Notes NumOfCustomFields