Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

RS

Reseller Sales Tax Certificates

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

Industry:

Finance/Accounting

All Industries

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
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

Share

RS

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related