- 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
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- February 7, 2020
- First Published
- January 14, 2020
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Microsoft Excel