We provide the solution to this challenge using:
- UiPath Studio
Need a program? Click here.
You’ve taken a leap of faith! You have been working as a structural engineer for a decade now, and you have always worked for someone else. You have always thought about quitting your job and doing freelance work as a contractor, but now you’ve finally done it. Your first major client is a company called SkyBridgeX, which makes premium glass foot bridges. You bill them hourly for projects you work on and submit an invoice every 2 weeks. You keep track of your hours on an excel sheet then fill out their invoice template before emailing it to them. This process takes a few minutes every pay period – but with your automation skills, you know it’s possible with just a click of a button.
Automate your invoice process in UiPath. Follow these steps:
- Read in the Hours sheet from the Hour_Log Excel workbook as a data table
- Filter the data table to include only dates in the current pay period
- Include user inputs to enter the start date and end date of the pay period. Assume that the pay period is 03/26/2023 - 04/08/2023
- Add a column to the data table for bill rate. Each row in the data table will include the same bill rate so that the calculations in the invoice template can multiply the hours by the bill rate for each row. Enter whatever hourly rate you think your engineering services are worth
- Copy the SkyBridgeX_Invoice_Template and title it Invoice – Your Name – Today’s Date
- Fill in the newly created invoice with all relevant data
- Enter your name in cell A3
- Enter today’s date in cell E3
- Enter the data table in cell A16
- Save the workbook
- As an extra challenge, email the invoice to Payble@SkyBridgeX.com
- You need to make sure that UiPath.Excel.Activites, UiPath.Mail.Activities, UiPath.System.Activites are installed on your UiPath (select Manage Packages on the Design tab).
- Please note that the packages in the solution file may be an older version, so the activities and code may be slightly different.
- You will need to convert the user input for start date and end date to a datetime object. Use the following code with an Assign activity: DateTime.ParseExact(StartDate, “MM/dd/yyyy”, Nothing)
- Return today’s date as a string with the following code: Today.ToString(“mm-DD-YYYY”)
- You can use a “Send SMTP Mail Message” to send an email. If you’re using Gmail, the Port is 587 and the server is smtp.gmail.com. If you have dual factor authentication enabled, you will need to either disable it, or generate an application-specific password for UiPath.