- Processes invoices
- Reads from Excel sheet
- Creates invoices in FreeAgent
Inputs and Triggers: The input to this bot is an Excel file that contains all the invoice data. 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. Users do not need to spend hours of manpower in creating invoices using FreeAgent
- Bot Security Program
- Business Process
- Finance & Accounting
- Automation Type
- Last Updated
- November 23, 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