- Logs in using secure Credentials from the locker
- Sends Email when the reports are downloaded
- Automatically downloads the reports to the corresponding folder
This bot will log in to your company’s Xero account (Has a locker and the username and password are stored as credentials in it) , requests the user for the necessary date range of the reports to be downloaded and downloads those reports and emails it to the person concerned.
The reports downloaded by this bot includes:
(1) Balance Sheet
(2) Profit and Loss Statement
(3) Statement of Cash Flows
All the 3 reports are put in the necessary folder and an email is sent to the concerned person who analyses those reports.
Here in this bot the date range for the reports to be downloaded are prompted from the user – this bot can also be customized to function for a specific date range also.
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- January 23, 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
- Internet Explorer is needed . Xero opens up in IE browser
- No other input files necessary