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Performs Create Operations for Expense and Report in Expensify

The bot automates operations like creating Expenses/Report, exporting Report & updating the status of the Report from Closed/Approved to Reimbursed in Expensify

Top Benefits

  • Easy management of daily Expenses.
  • Improves team productivity by reducing time spent on manual data entry of daily expenses.
  • Speeds up execution of data entry through automation available 24/7.
  • Improves service quality and consistency by reducing human error.

Tasks

  • Add Bulk expenses to user's Expensify account.
  • Create Report in the user's Expensify account.
  • Export report to the recipient mails.
  • Update Report status from closed/approved to reimbursed in the user's Expensify account.

Performs Create Operations for Expense and Report.
Change status of report from closed/approved to reimbursed.
Export generated report to the recipient mail.

Use cases:
Add Bulk expenses to user's Expensify account.
Create Report in the user's Expensify account.
Export report to the recipient mails.
Update Report status from closed/approved to reimbursed in the user's Expensify account.

Inputs:
ExpensifyCredentials (for authentication): Host, Route, partnerUserId, partnerUserSecret, employeeMail(stored in credential vault).
Input for all operations: CSV file

Output:
Returns appropriate message when Create Expenses/Create Report/Update Report Status is called.
Sends the generated report to the recipient mails when Export report is called.

Refer to the Read-me file for detailed information about each operation.

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Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
November 19, 2019
First Published
October 16, 2019
Enterprise Version
11.3.3
Community Version
Not Supported
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

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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

  • Automation Anywhere Enterprise v11.3 or above.
  • An Expensify Account.
  • Input Excel Spreadsheet / CSV.