- Logs in to your Xero Account using secure credentials in AA locker
- Downloads this year's and last year's Profit and Loss Report from Xero
- Automatically creates a comparison report for easy decision making
This bot will log in to your company’s Xero account (uses AA’s credential vault), downloads this year’s and last year’s profit and loss report.
The bot then compares the data in both the reports and creates a new report with the this year’s data, last year’s data and calculates Variance (in terms of Amount, Inference and Percentage).
- Bot Security Program
- Business Process
- Finance and Accounting
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- January 30, 2020
- Enterprise Version
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
- Needs IE installed
- Needs you to create an empty Comparison Report.