A robot to login, select account and perform an action.

Closed
Main contact
WOWzer Technologies Inc.
Surrey, British Columbia, Canada
Mark Kennedy
CEO and Co-Founder
(9)
4
Project
50 hours per student
Student
Anywhere
Intermediate level

Project scope

Categories
Artificial intelligence Information technology Machine learning Software development
Skills
selenium (software) xero (accounting software) clickable prototypes accounting
Details

Xero users have a tedious task that requires them to confirm transaction matching by manually clicking an "ok" button on Xero, and we would like to eliminate this from their busy schedules. Our goal is to allow users to able to complete transaction matching for an organization with a single click of a button.

The transactions that are marked "ok" are such because they match the incoming receipt record and the bank feed withdrawal, or they have been previously programmed with a "rule."

In order to automate this, we would like to create a bot/automated process to log in to the Xero account, seek out transactions that are identified with an "ok" and “matches”, and have the “ok” buttons clicked. This function can be performed across multiple accounts and be continuous. This process can be applied to multiple organizations.

This will be a selenium project or a browser plugin, for Xero Cloud Accounting users.

· Connects and logs into Xero Account.

· Identifies transactions that “match” and has a clickable “ok” button.

· Click the “ok” button of all identified transactions.

· Proceed to next pages until all identified transactions have been clicked.

· Have the ability to start or stop the process whenever the user pleases.

· Notifies users when the process is complete.

Deliverables
No deliverables exist for this project.
Mentorship

We are prepared to meet on a weekly basis for 30 to 60 minutes, one tech team representative and one marketing representative.

About the Community Partner

Community Partner
Surrey, British Columbia, Canada
2 - 10 employees
Business services, Technology

We started as an accounting and bookkeeping firm and realized that the system most accountants and bookkeepers were using had some shortcomings. First was an effective backup and restore service for Xero cloud accounting and then solving the age-old problem of tedious data entry. So we created software to solve these problems and are going to market very soon with your teams help.