How to Automatically Notify Microsoft Teams When an Expense Report is Approved in Money Forward Cloud Expense

Have you ever felt like skipping the report after application approval? By integrating Money Forward Cloud Expenses with Microsoft Teams, you will automatically receive notifications when an expense application is approved. This automation allows all stakeholders to quickly grasp the approval status, leading to improved operational efficiency. It can be easily implemented without programming. Please read to the end. Recommended for: - Accounting personnel using Money Forward Cloud Expenses who feel burdened by checking the progress of expense approvals - Team leaders in companies promoting remote work who want to streamline the expense approval process regardless of location - Sales personnel who want to prevent duplicate processing and reporting omissions in expense application tasks and improve data accuracy - Those using Money Forward Cloud Expenses and Microsoft Teams who want to streamline operations through their integration Benefits and Examples of Integrating Money Forward Cloud Expenses with Microsoft Teams Benefit 1: Smooth Confirmation of Approval Status By integrating Money Forward Cloud Expenses with Microsoft Teams, you can automatically send notifications upon approval. This eliminates the need for personnel to constantly check emails or dedicated tools, potentially reducing the time spent confirming approval status and allowing them to focus on other tasks. Especially in large teams, the entire approval process becomes smoother, leading to improved operational efficiency. Benefit 2: Prevention of Human Errors In expense applications, errors such as reporting omissions or duplicate processing after approval can occur. By implementing the integration of Money Forward Cloud Expenses with Microsoft Teams, you may prevent such human errors and achieve accurate data sharing among stakeholders. This system enhances the accuracy of operations and reduces unnecessary correction work. Benefit 3: Progress the Process from Anywhere In today's business environment, where work outside the office, such as business trips or remote work, is increasing, quick and accurate information sharing is essential. By utilizing the system through the integration of Money Forward Cloud Expenses with Microsoft Teams, you can quickly grasp the application status regardless of location. This allows for timely approval and confirmation not only during remote work but also while on business trips or in transit. It supports flexible working styles beyond location constraints and is expected to prevent delays and omissions in operations. [About Yoom]

How to Create a Workflow Integrating Money Forward Cloud Expenses with Microsoft Teams

From here, we will explain the steps for app integration.
The general flow is as follows:
・Integrate Money Forward Cloud Expenses with Microsoft Teams in My Apps
・Copy the template
・Set triggers in Money Forward Cloud Expenses and actions in Microsoft Teams
・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, please log in. If not, register for free and proceed with the setup.

Step 1: Integrate Money Forward Cloud Expenses with Microsoft Teams in My Apps

First, integrate Money Forward Cloud Expenses with Microsoft Teams in My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Next, search for and click on Money Forward Cloud Expenses.‍

Refer to how to register Money Forward Cloud Expenses in My Apps and enter the application ID and secret.
Finally, click "Add" to complete the My Apps integration.

Next, search for and click on Microsoft Teams.
※Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

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Select or sign in to your account to complete the My Apps integration.

Next, proceed with the setup using the Flow Bot template.
Log in to Yoom and click "Try it" on the banner below.

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When the message "Template has been copied!" appears, click "OK" to complete the copy.

Step 2: Set the Trigger

Set the trigger for Money Forward Cloud Expenses.
Click "When an expense application is approved".

Next, edit the title as desired and verify the account information.
Ensure the correct account is selected in "Account information linked with Money Forward Cloud Expenses".
You can edit the "Title" to a name that is easy for you to understand.
Without changing the action, click "Next".

Then, set the trigger interval and business ID.
The "Trigger interval" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest interval varies depending on the plan.
Click the field for "Business ID" and select from the suggestions.
After completing the settings, click "Test".

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Ensure that the information for Money Forward Cloud Expenses is displayed, and click "Save".

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Step 3: Set the Action

Next, set the action for Microsoft Teams.
Click "Notify Microsoft Teams".

As before, edit the title as desired and verify the account, then proceed by clicking "Next" without changing the action.

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Set the connection details and message content.
Select "Team ID" and "Channel ID" from the "Suggestions" that appear when you click the field.
Set the "Message" using the annotations as a reference. You can also optionally set file attachments.

Enter the information mentioned in the message in "Mention Information".
Select "Mention Target ID" from the suggestions that appear when you click the field.

If you want to attach files, set "Attachment Information".
Upload the files you want to attach to OneDrive in advance.
Once all settings are complete, click "Test".
After confirming that the message has been sent to Microsoft Teams, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when an expense application is approved in Money Forward Cloud Expenses, a notification will be automatically sent to Microsoft Teams.

Other Automation Examples Using Money Forward Cloud Expenses

1. Notify Slack When Expenses Are Applied in Money Forward Cloud Expenses

This is a flow where a notification is automatically sent to Slack when an expense application is made.
This allows you to immediately check the application status on Slack, eliminating the need to check another app and streamlining the expense approval process.

2. Notification to LINE WORKS when expenses are applied in Money Forward Cloud Expenses

This is a flow that automatically notifies LINE WORKS when an expense application is made.
For companies that use LINE WORKS on a daily basis, it eliminates the need to switch between multiple apps, leading to a simpler work environment.

3. Notify Chatwork when expenses are applied for in Money Forward Cloud Expenses

This is a flow that automatically notifies Chatwork when an expense application is made.
By integrating with Chatwork's task management function, you can keep track of application status and eliminate the hassle of manual notifications.
It is suitable for companies that manage projects with Chatwork on a daily basis, and streamlines the exchange of information necessary for expense approval.

Summary

The integration of Money Forward Cloud Expenses with Microsoft Teams streamlines the expense application approval process.
By utilizing the automatic notification feature, checking the approval status becomes faster, which can also improve the accuracy of operations.
Even during remote work or business trips, the process can proceed smoothly, supporting flexible working styles.

Experience business efficiency improvements by utilizing Yoom's app integration.