Create Report Invoicely

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 the input file provided with the download zip. For more details about input variables, refer to the readme provided.

Key Use Case: Invoicely - Create ReportsInvoicely - Create Reports

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
118
Vendor
Automation Type
Bot
Last Updated
December 4, 2020
First Published
September 26, 2018
Enterprise Version
11.x
Support

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 v11.2Invoicely AccountMicrosoft Excel
  • Inputs: Report_Tpye, Period, State, Currency, Client, Choose Client, Download_Report, Cus_Beg, Cus_End