- Automatically logs you into Xero
- Downloads this year and previous year Balance Sheets and save it in a folder
- Compares both the reports and generates a Comparison Report (with Variance)
This Bot will login to your company’s Xero account, download this year and the previous year’s Balance Sheet (in CSV format) and save it in the desired folder.
Then the Bot compares the data in both the CSV files and creates a Balance Sheet Comparison report (in Excel format).
- Automation Type
- Last Updated
- December 15, 2020
- First Published
- February 5, 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
- Empty Comparison Report Excel created.