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Managing expense data is a crucial task that requires accuracy.
Manually entering data into multiple tools poses a high risk of human error and is time-consuming.
However, by integrating TOKIUM with Microsoft Excel and automatically adding data to Excel when expenses are registered in TOKIUM, these challenges may be resolved.
This allows accounting personnel to be freed from manual entry tasks and aids in data sharing between departments.
By implementing automation that reflects expense information registered in TOKIUM into Microsoft Excel, you can reduce the burden of manual entry.
For example, if multiple expenses are submitted by the sales department each month and manually transcribed into Microsoft Excel, it requires significant time and effort.
However, by leveraging automation, the need for manual entry of expense data is eliminated, leading to increased efficiency.
This shortens the time spent on tasks, allowing accounting personnel to focus on creating management reports and processing expenses.
When manually transcribing expense data, the likelihood of input errors increases.
For instance, mistakes in expense amounts, omissions of items, or date errors can occur, requiring corrections and additional processing effort.
Therefore, by automating the integration of TOKIUM and Microsoft Excel, consistent expense data registration can be achieved, preventing input errors.
This eliminates the need for accounting personnel to verify if data is correctly registered, improving the accuracy of data management.
With TOKIUM's expense data registered in Microsoft Excel, data sharing between teams and departments becomes easier.
For example, since specific department expense data is added to Microsoft Excel, other departments can also grasp the expense data.
This allows for better understanding of how much expenses are being used, potentially enhancing internal transparency.
Particularly in projects with significant expenses, it is convenient to ascertain whether expenditures are being made appropriately.
We will introduce the method of automation using Yoom by integrating TOKIUM with Microsoft Excel.
[What is Yoom]
This time, we will introduce the setting method for the following template: "Add to Microsoft Excel when expenses are registered in TOKIUM."
By using this template, there is no need to set up automation from scratch, making it convenient.
Read the following screen display and click "OK".
The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, click on the relevant part to modify it.
First, set up TOKIUM by clicking "When expenses are registered".
When the following screen is displayed, check the settings.
The following screen will be displayed, so set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval varies depending on the plan, so please be careful.
After setting, click "Test" → "Test Successful" → "Save".
Next, set up Microsoft Excel by clicking "Add Record".
※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
When the following screen is displayed, check the settings.
Move to the Microsoft Excel screen and register the item names for the expense data for testing.
The following item names are set as examples, so set the item names you want to display from TOKIUM.
Return to the Yoom screen and set up "Database Integration".
The following screen will be displayed, so set it up.
In "Values of Records to be Added", the item names set in Microsoft Excel earlier will be displayed.
By setting the output of TOKIUM, you can automatically register expense data in Microsoft Excel.
You can select the output by clicking the arrow in the red frame.
Set the output that matches the item name.
Once you have set it up, it will be displayed as follows.
After setting, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.
Here is the template used this time.
1. This is a flow where invoices registered in TOKIUM are automatically added to Microsoft Excel.
When an invoice is registered in TOKIUM, the data can also be registered in Microsoft Excel.
This automation is recommended for those who manage invoice data using Microsoft Excel.
2. This is a flow where invoice files are automatically uploaded to OneDrive once they are registered in TOKIUM.
By automatically uploading invoices to OneDrive, you no longer have to worry about losing them.
It also saves you the trouble of manually uploading each invoice data one by one.
3. This is a flow to automatically add employee information registered in Notion to TOKIUM.
You can automatically register employee data entered in Notion to TOKIUM.
This prevents human errors and allows for accurate registration of employee data.
For those who want to manage expense data accurately and reduce effort, integrating and automating TOKIUM with Microsoft Excel can be a great help.
Not only can it shorten working hours, but it also helps prevent input errors, ensuring accurate data entry.
Additionally, it facilitates easy data sharing between departments, enhancing transparency in expense management.
Please consider using the no-code tool Yoom to implement automation.
There are no complex operations or code inputs required, making it accessible to everyone.
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