How to activate the report generation robot?
The report generation robot automatically generates selected General ledger reports for selected companies. The robot supports all report templates – both for a single company and for multiple companies. General ledger reports, Mutual settlement reconciliation, and Advance report are assigned to single-company reports. The robot can be activated not only via Account → Robots (steps described below) but also via Settings → Integrations. Steps to activate the robot: 1. Log in to Account → Robots.2. Click the "+" on a green background "Create new entry".3. Fill in the required fields:Robot type — select which type of reports will be generated: "General ledger reports"; "Mutual settlement reconciliation"; "Advance report — for a selected employee".Paying company — select the company whose balance will be used to deduct the costs for the activated integration package.Name — specify the name of the robot.Select company — select the companies for which the declaration will be generated. Note. In the settings for \ Schedule — specify dates in YYYY-MM-DD format or mark in the calendar the days on which the robot will be activated.Period — the period for which the file will be generated.Template — select the template for the required report.Language — the report is generated in three languages, choose one of: LT; EN; RU.Format — Select the required format: .PDF; .DOCX; .XLSX.Corr. account — filled in when selecting \"Advance report — for a selected employee\"; specify the corr. accounts, for example:4421 (exact account)4421, 4431 (multiple accounts)4* (all accounts starting with "4")2000-4000 (all accounts falling within the range)4421, 4431, 4*, 2000-4000 (Can be combined)Employee — select an employee.4. Check the "Active" box.5. Click "Save". Mutual settlement reconciliationAdditional fields: Client — specify one or more clients for whom the reconciliation act will be generated.Person reconciling debts — Specifies the employee whose first and last name will be visible on the reconciliation act. Advance report — for a selected employee — in the "Employee" section, you can select more than one employee. After activation, the robot automatically generates reports according to the set schedule and, if specified, sends them via email. Note. The download function is active for 90 days from the date the file is generated. You can download no more than 500 files at a time in .zip format. Note. Robot module permissions are automatically assigned to the following users: database owner, users with the \ Settings → Integrations shows the total number of robots activated in the company, but the user sees only the robots they have created.
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Accounting Software

How to activate the report generation robot?

The report generation robot automatically generates selected General ledger reports for selected companies. The robot supports all report templates – both for a single company and for multiple companies. General ledger reports, Mutual settlement reconciliation, and Advance report are assigned to single-company reports.

The robot can be activated not only via Account → Robots (steps described below) but also via Settings → Integrations.

Steps to activate the robot:

  • 1. Log in to Account → Robots.
  • 2. Click the "+" on a green background "Create new entry".
  • 3. Fill in the required fields:
    • Robot type — select which type of reports will be generated: "General ledger reports"; "Mutual settlement reconciliation"; "Advance report — for a selected employee".
    • Paying company — select the company whose balance will be used to deduct the costs for the activated integration package.
    • Name — specify the name of the robot.
    • Select company — select the companies for which the declaration will be generated.

Note. In the settings for \

    • Schedule — specify dates in YYYY-MM-DD format or mark in the calendar the days on which the robot will be activated.
    • Period — the period for which the file will be generated.
    • Template — select the template for the required report.
    • Language — the report is generated in three languages, choose one of: LT; EN; RU.
    • Format — Select the required format: .PDF; .DOCX; .XLSX.
    • Corr. account — filled in when selecting \"Advance report — for a selected employee\"; specify the corr. accounts, for example:
      • 4421 (exact account)
      • 4421, 4431 (multiple accounts)
      • 4* (all accounts starting with "4")
      • 2000-4000 (all accounts falling within the range)
      • 4421, 4431, 4*, 2000-4000 (Can be combined)
    • Employee — select an employee.
  • 4. Check the "Active" box.
  • 5. Click "Save".

Report generation robot settings field

Mutual settlement reconciliation
Additional fields:

  • Client — specify one or more clients for whom the reconciliation act will be generated.
  • Person reconciling debts — Specifies the employee whose first and last name will be visible on the reconciliation act.

Advance report — for a selected employee — in the "Employee" section, you can select more than one employee.

After activation, the robot automatically generates reports according to the set schedule and, if specified, sends them via email.

Note. The download function is active for 90 days from the date the file is generated. You can download no more than 500 files at a time in .zip format.

Note. Robot module permissions are automatically assigned to the following users: database owner, users with the \

Settings → Integrations shows the total number of robots activated in the company, but the user sees only the robots they have created.

Number of robots in the integrations window