CREATE REPORT INVOICELY

This bot enables you to generate the reports for client's Invoices, Payments, Bills, Estimates, Account Receivable, Account Payable in Invoicely from an Excel spreadsheet.This bot is created by People Shores.

Features

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.

Benefits

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

Quick Links

Inputs

Report_Tpye, Period, State, Currency, Client, Choose Client, Download_Report, Cus_Beg, Cus_End

Output

A report can be generated in different format like 'CSV', 'PDF', 'TSV' & Excel.

More Details

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.

Owner Contact Info

PEOPLESHORES

https://www.peopleshores.com

Pre-install Checks

Functional AAE v11.2 Invoicely Account Microsoft Excel

Install Related

Installation

Download the bot from Bot Store.
Double click on the .msi file.
On Welcome to Installation wizard, click Next to continue.
Click I agree to the terms in the license agreement radio button to accept the agreement.
Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
Click Install to begin the installation.
Click Finish to complete the installation.
To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed
Click uninstall

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Finance and Accounting

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