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Digital Lab Bot: "Pull Expenses Bot for a Project"

Idea would be to have Astro use the Digital Lab Bot:  "Pull Expenses Bot"

 

This bot accesses an Excel spreadsheet template the user maintains by entering the names of the personnel for which they need to pull expense data. For each individual listed, the bot pulls the expense detail, date, and amount, then transfers the data to a separate Excel Output spreadsheet.  Although this bot was originally created to assist PwC administrative professionals in IFS (ASCs/EAs) maintain their Partners and MDs expense reports, it is also being used to generate information for expense reporting to assist with client engagements.

Administrative professionals who assist with expense reports must log into their Partner’s or MD’s Concur expense reports page, copy all expense data, paste into a blank sheet to delete unnecessary data columns, and paste back into a sheet to share with their Partner or MD for approval. Prior to the development of this bot, administrative staff would have to complete this procedure for every Partner or MD being supported.  

Utilizing the bot allowed for the following:

  • Reduced time spent transferring expense data and deleting unnecessary information for multiple personnel
  • Ensures accuracy of expense data
  • Guest
  • Aug 28 2019
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  • Guest commented
    November 06, 2019 14:03

    Currently, bots can only be run from a desktop (not mobile phone).