How to Add to Microsoft Excel When a Payment Request is Approved in Money Forward Cloud Debt Payment

In daily accounting operations, the approval process for payment requests and subsequent data management are critical processes where mistakes are not permissible. By integrating Money Forward Cloud Debt Payment with Microsoft Excel using Yoom, approved payment requests can be automatically added to Microsoft Excel. Automating the process from payment request approval to data addition reduces human errors and eases the burden on the person in charge. Additionally, since response history can be centrally managed in Microsoft Excel, it is expected to improve the efficiency of management tasks. By incorporating this into your operations, you can achieve centralized information management and promote data analysis, so please take a look.

Recommended for

Accounting personnel using Money Forward Cloud Debt Payment and Microsoft Excel for accounting and financial management
Those interested in automatic data updates and integration
Managers who feel challenged by information sharing between departments
Project managers who want to reduce errors and improve productivity
Those who want to improve efficiency by introducing automation

Benefits and Examples of Integrating Money Forward Cloud Debt Payment with Microsoft Excel

1. Reduction of Human Errors

By automatically adding approved payment requests from Money Forward Cloud Debt Payment to Microsoft Excel, the risk of human error from manual entry can be reduced. For example, when accounting personnel manually enter payment data into Microsoft Excel each time, there was a possibility of input errors in numbers such as amounts and dates. Automating the input process can prevent such mistakes in advance. Registering accurate data may reduce the time spent on regular data verification tasks.

2. Smooth Information Sharing

If members of different teams can access Microsoft Excel, where information after payment approval from Money Forward Cloud Debt Payment is stored, sharing payment status will become easier. For instance, after an accounting person approves a payment request, if that information is automatically added to a Microsoft Excel file shared with the sales team, sales personnel can grasp the latest payment information and quickly follow up. Smooth situation awareness strengthens inter-departmental collaboration, enabling swift responses, leading to improved overall company productivity.

3. Unification of Business Flow

Automation ensures that approved payment data is recorded in a unified format in Microsoft Excel. For example, if each person registers data in different formats, it can be cumbersome during data aggregation at the time of settlement. If data is entered in a unified format, it becomes easier to analyze management data and create reports, improving the accuracy of management data.

Let's create a flow bot using the template "Add to Microsoft Excel when a payment request is approved in Money Forward Cloud Debt Payment".

[About Yoom]

How to Add to Microsoft Excel When a Payment Request is Approved in Money Forward Cloud Debt Payment

It is possible to achieve this by receiving the approval of a payment request in Money Forward Cloud Debt Payment using its API and adding the content to Microsoft Excel using its API. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

The work until the completion of the flow proceeds as follows.

Integration of Money Forward Cloud Debt Payment and Microsoft Excel My Apps
Copy the template
Set triggers in Money Forward Cloud Debt Payment and configure Microsoft Excel
Turn on the trigger

If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

・Connect Money Forward Cloud Debt Payment and Microsoft Excel to My Apps

(1) First, connect Money Forward Cloud Debt Payment to My Apps.
After logging into your Yoom account, click on "My Apps" in the left column and search for Money Forward Cloud Debt Payment from "New Connection".

(2) Search for and click on the app icon for Money Forward Cloud Debt Payment.

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(3) Enter the "Application ID" and "Secret", then click [Add].
Money Forward Cloud Debt Payment is now connected.
For instructions on registering Money Forward Cloud Debt Payment to My Apps, please check this page.

(4) Next, connect the Microsoft Excel app.
Select Microsoft Excel in the same way as registering Money Forward Cloud Debt Payment to My Apps.

(5) After clicking the Microsoft Excel app icon, you will be taken to the sign-in screen, but no further action is needed, and the connection is completed instantly.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Once authentication is successful, you will be redirected to the My Apps screen of your Yoom account.
Now, both apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are two configuration flows.

・Setting the Trigger for Money Forward Cloud Debt Payment

(1) First, set the app trigger for Money Forward Cloud Debt Payment.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Add to Microsoft Excel when a payment request is approved in Money Forward Cloud Debt Payment".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a payment request is approved".

(3) Enter the account to be linked and click [Add].

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(3) On the next screen, set the "Trigger Activation Interval".
Select any interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger activation interval varies depending on the plan.

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(4) For "Business ID", click the input bar to expand the content based on the account as 'candidates', and select the information from there.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].
You can obtain the following output in this step.
(The content is an example.)

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・Microsoft Excel Settings

(1) Finally, click the second action "Add Record".

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(2) After entering the information of the Microsoft Excel account you want to link, scroll down and fill in the "Database Integration" section.
You can quote information from the linked account as shown in the image below.
(As an example, information from the drive ID is quoted from the file storage location.)

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(3) It is also possible to quote information for items such as "Item ID".
After entering the items, click [Next].

(4) On the next screen, set up to add a new record to the specified table in Microsoft Excel.
Let's fill in the 'Values of the Record to be Added' section.
The image below is an example where the "Approval Date" obtained in the previous step is quoted in the "Date" field.

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(5) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger

By clicking the red frame part "Turn ON the Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Money Forward Cloud Debt Payment

There are other examples of automation using Money Forward Cloud Debt Payment on Yoom, so here are a few introductions.

Add to Google Spreadsheet When Payment Request is Approved in Money Forward Cloud Debt Payment

This flow is recommended for those who want to centrally manage payment data in Google Spreadsheets.
By eliminating manual transcription work, it reduces human error and enables accurate data management.

Register Vendor Information in Money Forward Cloud Debt Payment When Vendor Application is Approved in CollaboFlow

By automatically registering vendor information, the need for manual data entry is eliminated, reducing the risk of input errors.
This facilitates centralized information management and enables smooth information sharing between teams.

Register the Supplier in Money Forward Cloud Debt Payment When Registered in Notion

After registering the supplier in Notion, you can also register the same information in Money Forward Cloud Debt Payment, eliminating the need for manual registration. This can prevent manual errors, improve data accuracy, and facilitate smooth payment processing.

Summary

By integrating Money Forward Cloud Debt Payment with Microsoft Excel, the additional work of data entry after payment request approval is automated, streamlining some processes in accounting tasks.
Automating daily tasks reduces human errors and facilitates smooth information sharing between departments.
Additionally, standardizing business processes can minimize variations in responses by different personnel.
This tool will be extremely useful for those who feel challenged by daily data management.

Please take advantage of Yoom to experience automation through app integration.