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Reseller Sales Tax Certificates

This bot updates Customer record with Reseller Sales Tax Certificate number.

Function:

Accounts Receivable

Steps

  1. Get Reseller Sales Tax Certificate from either email, web portal, or other source.
  2. If certificate is scanned image, convert to text using OCR.
  3. Get certificate number and add to Customer record in Accounting/ERP system.
  4. Flag Customer as non-taxable.
  5. Upload copy of actual certificate to Customer record.

Popular Applications

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

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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RS

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