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Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Login to Credit Workflow Dashboard on Google Sheets.
  2. Get the current status of each application.
  3. For each status, launch related status workflow.
  4. Move to next status where applicable.
  5. Update Exceptions and Results log.

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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