Case Study: Automation Service for Generating Accounting Documents

Having a large company with a lot of employees, you face problems with documentation. You need to create a lot of various documents. This process is always time-consuming. Making one document can take up to several working days for the accounting department. That’s why we’ve decided to develop a service that could generate accounting documents automatically.

Let’s single out all the details.

Our employees get two documents every month — Invoice and Acceptance/Delivery Certificate. To create them, our accountants have to spend three to four weekdays. To save time and reduce the number of human mistakes, we developed a service that creates these documents automatically.

What does the service do?

Our accountants load .xls file to the platform. This file contains a list of employees and their personal data. The service processes the data and automatically generates two .pdf files — Invoices and Acceptance/Delivery Certificates for all employees.

• Step 1. Authorization. Since the service processes the employees' personal data, we’ve developed a secure authorization. Our accounting managers go to the service and register to log in.
• Step 2. Home page. After the authorization process, they get to the home screen. Here, it’s possible to look through previous projects and the list of employees (both active and not). At the bottom of the page, there is an ‘Add’ button. It lets them create a new project.

• Step 3. New project. Clicking the ‘Add’ button, users move to a new screen. They need to write the project name (e.g. March 2020) and load .xls file with the required information.

• Step 4. Generate documents. The service generates two papers for each employee — Invoice and Acceptance/Delivery Certificate. It’s possible to look through these docs for each employee.

• Step 5. Download documents. This stage has two useful features. It’s possible to download all Invoices or Acceptance/Delivery Certificates as a .rar file, so the accountants save their time. Also, they can save all Invoices or Acceptance/Delivery Certificates as two separate .pdf files. This feature is handy for printing documents out faster.

To make the platform more secure, we've integrated an SSL certificate. It allows encrypting requests between a web browser and a web server.

The service has a web version. Out .Net team used the following technologies to make it work:

• .Net Core 3.1
• TypeScript
• SaSS
• AWS EC2
• AWS RDS

The solution for generating official documents makes our work faster and more secure. If you’re curious about our latest tech projects, go and check our portfolio.