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 ReportsInvoicely - Create Reports
Free
- Bot Security Program
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Level 1 - Applications
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- Business Process
- Finance and Accounting
- Category
- Horizontal
- Downloads
- 118
- Vendor
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- Automation Type
- Bot
- Last Updated
- July 24, 2020
- First Published
- September 26, 2018
See the Bot in Action
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