FreeAgent Invoice Creation

This Bot takes the Invoice list in Excel Workbook format as input and creates Invoice records in FreeAgent.

Top Benefits

  • Speeds up the Invoice Creation process in FreeAgent
  • Improved Accuracy in records Creation
  • Fast and Efficient Processing

Tasks

  • Processes Invoices
  • Reads from Excel Sheet
  • Creates Invoices in FreeAgent

Inputs and Triggers: The Input to this bot is an excel file which contains all the Invoice data and the file will be prompted for the user to enter,Once the user provides the necessary file the bot begins its functioning

Actions: Initially the bot logs in to your FreeAgent account.It then opens up the Invoice page and your Excel spreadsheet.It reads the Invoice data row by row from the Excel sheet and creates Invoices for the data in each row.

Outputs:The updated Invoice list

Use cases: Use it for faster Invoice Creation. We do not have to spend hours of man power in creating Invoices in FreeAgent

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
18
Vendor
Automation Type
Bot
Last Updated
February 7, 2020
First Published
January 14, 2020
Enterprise Version
11.1
ReadMe
ReadMe
Support

See the Bot in Action

Logging in to FreeAgent
Overview Page
Automatically updating Invoices
Adds Items too
Created Invoice List
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Logging in to FreeAgent
Overview Page
Automatically updating Invoices
Adds Items too
Created Invoice List

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

  • Microsoft Excel