Xero Download Reports and Email

This bot will download 3 reports from your Xero account and emails it to the person concerned.

Top Benefits

  • This bot mainly functions as a Notifier
  • This bot provides you reports that helps in decision making.
  • Speeds up the entire process

Tasks

  • 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
23
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
January 23, 2020
Enterprise Version
11.x
ReadMe
ReadMe
Support

See the Bot in Action

Xero Reports Page
Prompting the user for the date range
Downloading the reports
PREV NEXT
Xero Reports Page
Prompting the user for the date range
Downloading the reports

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

  • Internet Explorer is needed . Xero opens up in IE browser
  • No other input files necessary