This bot can generate multiple Reports using the excel sheet as input and saves to a specified folder in different formats like 'CSV', 'PDF', 'TSV' & Excel.
This requires an Invoicely account and correct report parameters 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 Reports
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- December 20, 2019
- First Published
- September 26, 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 v11.2
Inputs: Report_Tpye, Period, State, Currency, Client, Choose Client, Download_Report, Cus_Beg, Cus_End