This is the Python-based Confirmation Letter Generator which automates the process of sampling and generating confirmation letters for trade receivables or payables. This tool is designed to simplify the work of preparing confirmation letters by integrating both haphazard and target test sampling methods.
What Does It Do?
The tool reads an Excel file containing key invoice details—such as trading partner names, addresses, invoice numbers, amounts, and target test flags—placed in a designated “Input” folder on your Desktop. It then allows you to select your sampling basis: either by trading partner or by individual invoice. Target test items are automatically included, while haphazard samples are drawn from the remaining dataset.
Input file example – the format of your files needs to conform to it:
Once the data is processed, the tool creates a Word document that contains:
- A clear header with the confirmation title and relevant dates.
- Client and trading partner information displayed.
- A detailed table listing invoices.
- Signature lines tailored for both the client and the trading partner.
Output file example:
How to Use It:
- Prepare Your Data: Place your Excel file in the “Input” folder on your Desktop.
- Run the Tool: Execute the script. It will prompt you to select the input file and gather necessary details like client name, addresses, confirmation date, and response deadline.
- Review the Output: The tool generates a single Word document in the “Output” folder containing all your confirmation letters.
In a summary, this tool helps save time and reduce errors.
Code download:
Dummy data:
