How to automatically register unsettled transactions in freee Accounting when shipping is completed in LOGILESS by linking LOGILESS with freee Accounting

You can set it up in 4 steps, so it takes just 10-15 minutes.

1. Setting up a flow bot that activates when the shipping slip is completed
2. Setting up an action to retrieve order slip information
3. Setting up an action to search for a business partner
4. Setting up an action to register unsettled transactions

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How to connect LOGILESS and freee accounting with Yoom

Register your app to connect LOGILESS and freee accounting with Yoom.
By registering your app first, you can smoothly set up automation.

Let's start by registering your app with LOGILESS.
Click "My Apps" → "New Connection" on the left side of the screen.
Search for "Logiless" from "Search by App Name" or find it from the app list.

Once the following screen is displayed, log in to LOGILESS.

Next, register your app with freee accounting by selecting freee accounting as you did earlier.
Once the following screen is displayed, log in to freee accounting.

If LOGILESS and freee accounting are displayed in your My Apps section, the app registration is complete.

How to register sales in freee accounting when shipping is completed in LOGILESS

To set up automation, click "Try it" on the banner below.

When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, you can do so from the screen below.
First, set up for when the LOGILESS shipping slip is completed, so click "When the shipping slip is completed".

The following screen will be displayed, so please check the settings.

• "App Trigger Title" → Can be freely changed
• "Account Information Linked with Logiless" → Check if it's the account you are using
• "Trigger Action" → When the shipping slip is completed
  

When the following screen is displayed, check the settings.

• "Trigger Activation Interval" → Set as desired
• "Merchant ID" → The "●●●●" part of "https://app2.logiless.com/merchant/●●●●/dashboard" is the Merchant ID
  ※ The Merchant ID can be obtained from the URL within the Logiless management screen.

The flow bot will activate for shipping slips completed after the last polling date.
Click "Test" → "Test Successful" → "Save".

Next, set up to retrieve order slip information in LOGILESS, so click "Retrieve Order Slip Information".
Check the following settings.

• "Title" → Can be freely changed
• "Account Information Linked with Logiless" → Check if it's the account you are using
• "Action" → Retrieve Order Slip Information
  

When the following screen is displayed, make the settings.

• "Merchant ID" → The "●●●●" part of "https://app2.logiless.com/merchant/●●●●/dashboard" is the Merchant ID
• "Order Slip ID" → {{Order Slip ID}}

Click "Test" → "Test Successful" → "Save".

Next, set up to search for registered business partners in freee accounting, so click "Search for Business Partners".
When the following screen is displayed, please check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with freee Accounting" → Check if it's the account you are using
• "Action" → Search for Business Partners

The following screen will be displayed, so please make the settings.

• "Office ID" → Select from candidates
• "Search Keyword" → {{Store}}

Click "Test" → "Test Successful" → "Save".

Next, set up to register unsettled transactions in freee accounting, so click "Register Unsettled Transactions".
Check the following settings.

• "Title" → Can be freely changed
• "Account Information Linked with freee Accounting" → Check if it's the account you are using
• "Action" → Register Unsettled Transactions
  

The following screen will be displayed, so please make the settings.

• "Office ID" → Select from candidates
• "Occurrence Date" → {{today_%Y-%m-%d}}
• "Transaction Type" → Income
• "Payment Due Date" → {{end_of_next_month_%Y-%m-%d}}
• "Business Partner ID" → The "●●●●" part of the business partner's edit page URL "/partners/●●●●/edit" is the Business Partner ID
  ※ The ID can also be confirmed from the "Search for Business Partners" action
• "Tax Code" → Select from candidates
• "Account Item ID" → Set as desired
• "Transaction Amount" → {{Total Amount}}

If there are other necessary items, please enter them.
Click "Test" → "Test Successful" → "Save".

Finally, when you turn the app trigger "ON", the setup is complete.

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Summary

In this article, we set up the flow of "registering sales in freee once the shipment is completed in LOGILESS."
By integrating LOGILESS with freee accounting, the burden on accounting personnel is reduced, which helps during busy periods like the end of the month.
Additionally, you can automatically obtain pending transaction information, making it easy to check payment deadlines.
With Yoom, you can integrate and automate apps without having to deal with cumbersome settings.
Be sure to use Yoom for more efficient work.

LOGILESSで商品マスタが作成または更新されたらECサイトに反映する

LOGILESSで商品マスタが作成されたらスマレジやDEXTREに自動で反映します。

freee会計を活用した自動化例

ワークフローで経費が申請されたらfreee会計に取引を登録する

ジョブカン経費精算・ワークフローなどで経費が申請されたらfreee会計に取引を自動で登録します。

メールで受信した領収書をOCRで読み取りfreee会計のファイルボックスに登録する

GmailやOutlookで受信した領収書をOCRで読み取り、freee会計のファイルボックスに自動で登録します。

クラウドストレージにファイルがアップロードされたらfreee会計のファイルボックスに登録する

Google DriveやBoxなどにファイルがアップロードされたら、freee会計のファイルボックスに自動で登録します。

LOGILESSとfreee会計を連携するメリット

LOGILESSとfreee会計を連携するメリットは以下の2点が挙げられます。

メリット1:経理担当者の負担が少なくなる

LOGILESSとfreee会計を連携するメリット1つ目は、経理担当者の負担が少なくなることです。
たとえば、LOGILESSで出荷が完了した際に、売り上げとしてfreee会計に未決済取引が自動的に登録されます。
経理担当者にとって、手動でのデータ入力の手間がなくなるのは大きなメリットですよね。
特に、四半期末や月末という忙しい時期の手助けになるのではないでしょうか。

メリット2:自動で財務管理ができる

LOGILESSとfreee会計を連携するメリット2つ目は、自動で財務管理ができることです。
自動で売上データがfreee会計に反映されるので、登録が漏れることはありません。
ミスがない会計データを作れるので、決算処理などもスムーズに行えるのではないでしょうか。

まとめ

本記事では「LOGILESSで出荷が完了したらfreeeに未決済取引を登録する」方法をご紹介しました。
LOGILESSとfreee会計を連携すると、経理担当者の負担が少なくなるため、月末などの忙しい時期の手助けになるはずです。
また、未決済取引情報を自動的に登録できるので、決済期日の確認も簡単ですね。
Yoomでは、ノーコードで簡単に自動化を実現できるので、煩わしい設定を行わなくて済むのがいいですよね。
ぜひ、Yoomを利用して自動化を試してみてくださいね！