Invoice Processing Using Automation Anywhere

Invoice Processing Using Automation Anywhere

Objectives:

  1. To convert the attachments of invoices from mail to enhancement results.

  2. To convert the attachments of invoices from mail (outlook) to CSV files.

  3. We can fetch or retrieve data easily from converted excel sheets.

  4. We can choose a field according to the invoices and can also provide features to it.

Description:

The responsibility of invoice processing relies on accounts payable. The traditional method is a timely system of entering invoice data, creating paper invoices, matching purchase orders, and filing endlessly. It’s a bloated process that perpetuates an inefficient environment. Invoices are being received via mail, fax, email, etc.

Tool Used:

Automation Anywhere Learning Edition

Data Source:

CSV file(excel), word folder to store the invoices coming from mail(outlook).

Flowchart

Actions Used

Business use Case:

  • There are many different invoice processing use cases. For example, businesses can use invoice processing to keep track of customer payments, manage vendor contracts, and streamline their accounting processes.

  • Invoice processing can also be used to detect fraud and prevent errors.

Output (visualization)

This is an invoice file that is downloaded from mail(outlook).