Let’s look at a simple invoice processing scenario in this video:
The process includes checking off the vendor name, the existence of a purchase order for this vendor, and validation of the invoice amount against the purchase order. The automation has the following steps:
– Modeling the process in the RPA tool, which includes the various checks that need to be performed before processing the invoice, such as checking vendor name and purchase order details.
– Entering the matched invoice into the accounting system.
– The RPA tool retrieves the invoice data from an email and reads it.
– Using pre-built widgets we access the available accounting system API to perform validations.
Once the checks pass and the invoice has been entered the RPA tool logs into the accounting system and sends an invoice status update to the vendor.
