Xero Supplier Statement Reconciliation

This Bot takes the Supplier Statement and downloads the Invoice Statement from Xero and creates an Exception Report.

Top Benefits

  • Easier to reconcile and to spot invoice discrepancies
  • Speeds up the reporting process
  • Maximum Accuracy in Report Generation

Tasks

  • Automatically downloads the Xero Statement of Invoices for a particular supplier
  • Handles conversion of the Supplier Statement from PDF to Excel format
  • CreatesException Report comparing the 2 documents (Supplier Statement and Xero Statement)

This Bot will login to your company’s Xero account, requests user for the name of the supplier, and extracts the corresponding supplier invoice statement from Xero (in Excel format).

The Bot will then converts the statement from the supplier (in PDF format) to Excel format using an online PDF converter tool and compares it against the supplier statement from Xero.

The Bot then prompts the user for the 2 files (downloaded) and an empty exception file.

Once the 3 files are specified the Bot creates an Exception Report with mismatched and missing Invoices.

Success!

The download of Xero Supplier Statement Reconciliation will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
48
Vendor
Automation Type
Bot
Last Updated
December 15, 2020
First Published
January 28, 2020
Platform
11.x
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Requesting the name of the supplier in Xero
Downloading the reports in Xero
Reconciled Supplier Statement
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Requesting the name of the supplier in Xero
Downloading the reports in Xero
Reconciled Supplier Statement

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

  • Specify the Supplier Statement (PDF File) when prompted
  • Create an empty exception report and feed it as the input (Template is included)
  • Specify the name of the supplier in Xero when prompted

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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