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Robootikaprotsesside Automatiseerimise näited

Chatbot knowledge migration

Every now and then you can run into a situation where data just can’t be exported from one system and imported to another. Surely, RPA can help with this. In this case, we had two applications: one that has russian language knowledge and the other didn’t.In order to transfer vocabulary, someone had to gather all […]

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BI report overview preparation

Most of the medium and large size companies have some data warehouse and analytics solutions. Department managers keep producing more and more complex reports to get the data out of their systems and make data-driven decisions. In this case the management needs a few simple data sheets combined from all those reports from different sources. […]

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Customer monthly data entry and Invoicing

For companies who charge their customers for services such as time resource (consulting) or utility resources (electricity, gas, water) it is crucial to make invoicing by fact as easy as possible. But, of course, accountants use one system for their financial processes and invoicing, and the consumed resources are measured and logged in some other […]

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Document generation for Fixed Assets

Fixed Asset acts are one of the documents that every administrative accountant wishes to prepare and print from their ERP systems with a single click. In some systems and organisations that is possible because either the system has many implemented features that allow such a document generation or the documents that are not too complex […]

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Payment Journal preparation

Usually department managers or the head of the company review outstanding vendor balances and approve/decline payments afterwards processed by accountants. This specific process requires a spreadsheet with total vendor balances. Each company lists vendors in a separate sheet. This spreadsheet is generated from ERP. When all the approvals are registered, this spreadsheet is passed to […]

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Campaign Approval Process

Today I am going to share how we manage RPA – a process that involves a lot of people and requires a lot of communication between them. When someone creates a new campaign with discounted products it needs to be approved by product/brand managers and account managers. This means sending e-mails, making phone calls, reminding […]

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VAT posting from Write-offs

This is one of the monthly processes that make our accountant unavailable for a week (either end/start of month or some 20th dates of government report deadlines). If we want some help from these people without causing them to do more overtime work to catch up the lost time, we need to help them – […]

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Fixed Assets depreciation proposal generation and posting

When company grows, it starts to gather more and more fixed assets. For accounting that means more actions regarding their depreciation. This usually is a straight forward process which users do manually. They have to open ERP, filter specific Fixed Assets, and enter a specific date for all of them. They have to generate a […]

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Regular currency rate updates

Currency rates usually are imported by some web service. But where it is not an option, users are forced to update the rates manually. That means opening official website of the central bank of the desired country, finding the latest rates, opening the ERP, navigating to the currency rates register, and entering the date and […]

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Importing Bank statements (XML files)

Surely most ERP solutions offer Bank statement import. Unfortunately, as “gateway/online connections” directly to banks are costly and more complex to develop, updating info from bank still happens through XML files. Users log in the bank, download statements, save them in specific folders, then open ERP, navigate to a specific function, enter some parameters, and […]

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Create and send prepayment invoices

This is a fairly common process. Customers create sales orders that land in ERP system. Currently there is no solution for automatic invoicing due to specific reasons (open balance handling which is not related to current order as one of them). So, what is going on here: every day an accountant checks if there are […]

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Balancing of open transactions

Customers use ERP system in which their users create invoices (debit transactions) and import payment info (credit transactions) from bank. Periodically accountant searches for customers with open transactions and balances them out. The search is done with a report that gives a list of customers, which is filtered to get customer numbers for inspection and […]

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