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Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Function:

Accounts Receivable

Steps

  1. Login to Credit Workflow Dashboard on Google Sheets.
  2. Get the current status of each application.
  3. For each status, launch related status workflow.
  4. Move to next status where applicable.
  5. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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