Create Report Invoicely

This bot enables you to generate the reports for client's Invoices from an Excel spreadsheet.This bot enables you to generate the reports for client's Invoices from an Excel spreadsheet.

Top Benefits

Automated report generation at scale. Can be run at any desired frequency.

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

Get Bot

Free

Applications
Business Process: Finance and Accounting
Category: Horizontal
Security: Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads: 95
Vendor

Automation Type: Bot
Last Updated: September 26, 2018
First Published: September 26, 2018

Support

Community Support Only
A-People Community Forums
Bot Store FAQs

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

Functional AAE v11.2 Invoicely Account Microsoft Excel
Inputs: Report_Tpye, Period, State, Currency, Client, Choose Client, Download_Report, Cus_Beg, Cus_End