Running the Bank Statement Scanning solution

  1. Open the RPA Assistant.
  2. In M3BankStatementScanning, click Run.

    During the process, the green indicator changes to orange and reverts back to green after the run is completed.

  3. In Infor OS Portal, click Inbox or open the notification in your email.
    If the process is successful, the notification title ends with Sent to M3 BOD. If the process failed, the notification title ends with Failure.

    This information is available in the notification:

    • Status
    • Subject
    • Received Time
    • Company
    • Division
    • Bank Statement Number
    • Bank Identifier
    • File Name
    • Remarks: Shows the error for failed process