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AP

AP Document Storage

This bot gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Payable

Steps

  1. Get Vendor Invoice from either email, web portal or other source.
  2. Login to Accounting/ERP system and locate invoice in AP Module.
  3. Attach PDF image to invoice.
  4. If invoices are stored in cloud drive, upload to correct folder.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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AP

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