TAP Studio - Define Invoices Naming Convention

This use case presents how to define a naming convention for your invoices.

In this example, the robot will take 3 invoices that were exported from the invoice solution with file name "INV-" + Index (e.g. INV-000001) and rename them following the naming convention: [Invoice Number]_[Customer Name]_[Invoice Year][Invoice Month].

In order to reduce the automation running time, we will take the invoice data from the excel file InvoiceReports, as we exported it already during the previous use case. If you haven't had the chance to watch our previous use case about how to extract invoice data using OCR, we recommend you to do so.

Watch the robot in action: