V-Soft's Corporate Headquarters

101 Bullitt Lane, Suite #205
Louisville, KY 40222

TOLL FREE: 844.425.8425
FAX: 502.412.5869

Denver, Colorado

6400 South Fiddlers Green Circle Suite #1150
Greenwood Village, CO 80111

TOLL FREE: 844.425.8425

Chicago, Illinois

208 N. Green Street, #302, Chicago, IL 60607

TOLL FREE: 844.425.8425

Madison, Wisconsin

2810 Crossroads Drive, Ste. 4000
Madison, WI 53718

TOLL FREE: 844.425.8425

Atlanta, Georgia

1255 Peachtree Parkway Suite #4201
Cumming, GA 30041

TOLL FREE: 844.425.8425

Cincinnati, Ohio

Spectrum Office Tower 11260
Chester Road Suite 350
Cincinnati, OH 45246

Phone: 513.771.0050

Raritan, New Jersey

216 Route 206 Suite 22 Hillsborough Raritan, NJ 08844

Phone: 513.771.0050

Toronto, Canada

1 St. Clair Ave W Suite #902, Toronto, Ontario, M4V 1K6

Phone: 416.663.0900

Hyderabad, India

Incor 9, 3rd Floor, Kavuri Hills
Madhapur, Hyderabad – 500033 India

PHONE: 040-48482789

Noida, India

H-110 - Sector 63 ,
NOIDA , Gautham Budh Nagar ,
UP – 201301

Robotic Process Automation of Invoice Process with UiPath

Robotic Process Automation of Invoice processing using UiPath Tool

Invoice processing is one of the key back-office operations that demands a lot of manual effort. With manual processes in place, companies waste time obtaining, assigning and approving invoices. Robotic Process Automation (RPA) is a more efficient way to process invoicing. Here we discuss how to automate invoice processing with UiPath platform.

Challenges of Manual Invoice Processing

Invoice processing starts with receiving an invoice and ends when the payment is completed and recorded. Invoices can be in any format: paper receipt, PDF, image, or any email. Usually the invoice is scanned or manually entered into the NetSuite System. From there, the invoice should be entered for the correct accounts and cost centers on projects. Then the invoice must be sent to be approved. This is a tedious process, and data needs to be copied manually from PDF to Target System NetSuite (Oracle), which leaves room for human error.

Invoice Processing Automation with UI Path

The above challenge of invoice processing can be solved by automating the entire process with UiPath. All data will be updated accordingly to the respective systems without any human involvement. While there are many RPA platforms available, UiPath is the top Robotic Process Automation (RPA) leader for 2019 according to Gartner report. It is deployed by businesses to automate processes like business workflows, back-office tasks, and so on.

With UiPath automation, the process of collecting data from the vendor invoice data and sending to the target System (NetSuite) is ran at configured intervals.

Automating Invoice Process with UiPath

Step 1: Vendor sends invoice via email.

Robotic Process Automation Invoice Automation Workflow Netsuite

Step 2: UiPath reads all unread messages and stores attachment (invoices) in the Local System.Robotic Process Automation Invoice Automation Workflow Netsuite

Step 3: By Using UiPath, Workflow are developed to automate vendors invoices.

Step 4: Once we collect the information from invoices, the info is stored in variables. UiPath automatically logs into Target System (NetSuite) where the information is copied to Target Application (NetSuite).

Step 5: Once data is successfully imported to Target System (NetSuite), invoices are moved to the "proceed" folder in the local system.

Step 6: Finally, the data is saved and the application is closed.

The Executive’s Guide to RPA Evaluation


About the Author

Naresh Kumar is a Senior Software Engineer at V-Soft Consulting. He has more than 5 years' experience in software engineering and is a Microsoft Certified Office 365 developer. His core technical expertise is in SharePoint Server, SQL Server, Office 365, EMS, Windows 10 and Windows Server.

Topics: Software Development, UiPath, Invoice Processing, RPA

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