Monthly Invoicing Become Easy

Monthly Invoicing Become Easy

Use Case Description

When you have multiple departments to raise invoice on a monthly basis, it surely is cumbersome and time consuming task to do. This particular process was completely manual and now is automated that resulted in operational efficiency and FTE savings. It downloads source files from multiple places like shared location email etc. After that it cleans the data and rows that are not to be billed based on some conditions and creates an intermediate file. From this file it calculates Quantity and Amount based on given charge rate. Creates invoices for each entity in the source file, inserts this data into pre-defined invoice template and with the help of excel add-ins it uploads in database and generates a transaction number. As a last step it submits the invoice in a E-business suite and sends the summary file to the department.


Invoicing - TO BE WORKFLOW.pdf

Other information about the use case

Industry categories for this use case: HR, Logistic

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath Orchestrator

Other applications that were used: Excel, SQL Server, Outlook, FTP, E-business suite, Macro Enabled Excel

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency