DOCUMENT Convert invoice to statement function

This article describes the RPA Document functionality to convert extracted invoice data into a single-line-item statement.

For a full list of available functions, please read DOCUMENT functions.

Description

The Convert invoice to statement function takes previously extracted invoice data and transforms it into a statement format. The invoice becomes a single line item where:

• The opening balance is set to zero
• The closing balance is the invoice total
• A single line item is created from the invoice total
• Company, date, and currency information is preserved from the invoice

This is useful when you need to process invoices through a statement-based reconciliation workflow, allowing you to use the same reconciliation logic for both statements and invoices.

Setting it up

To use the Convert invoice to statement function, follow these instructions:

{{popups:rpas/add:action=convert-invoice-to-statement}}

Once on a process map:

1. Navigate to the process where you would like to add the function
2. Click on the green button’s drop-down (right side of the green button labelled “Process”)
3. On the menu that appears, click on the “+ Activity” item
4. From here you can select the DOCUMENT Convert invoice to statement option
5. Click "Add" once you are done

Prerequisites

Before using this function, you must first extract invoice data using the Extract invoice data function. The extracted invoice variable is used as input.

Input parameters

Output

Errors

Tips

• Use this when your reconciliation process expects statement-format data but the source document is an invoice
• The destination variable defaults to "statement" if not specified
• Chain this with the Filter line item references function for further processing

Related functions

• Extract invoice data
• Extract statement data
• Filter line item references