■Overview
This is a flow to add credit limit review results to Microsoft Excel once the review is completed in Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their business
・Companies that conduct credit limit reviews for trading partners to avoid transaction risks
・Those who want to verify the credibility of companies they plan to start transactions with, to ensure safe business dealings
2. Companies that manage information using Microsoft Excel
・Those who register detailed information for each trading partner and share it with their team
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used to conduct credit limit reviews before starting transactions, enabling smooth business operations.
By centrally managing information in Microsoft Excel, you can facilitate information sharing and conduct business efficiently.
However, manually entering the results into Microsoft Excel each time a credit limit review is completed in Money Forward Kakebarai takes away time from focusing on core business tasks.
By utilizing this flow, you can automatically register the results in Microsoft Excel once the credit limit review is completed in Money Forward Kakebarai, eliminating the need for manual entry.
By saving time on manual tasks, you can allocate more time to important business activities, allowing the team to work together to solve tasks.
■Notes
・Please integrate both Money Forward Kakebarai and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a business plan (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.
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