■Overview
This is a flow to add to @pocket once invoice issuance is completed with Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their business operations
・Those who want to send invoices to business partners promptly
・Those who use it for creating forms
2. Companies that manage information with @pocket
・Those who register and manage detailed information about business partners
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used to efficiently create transaction-related forms.
Furthermore, by centrally managing information related to business partners with @pocket, you can enhance accessibility to information and facilitate smooth business operations.
However, manually adding information to @pocket every time an invoice is issued with Money Forward Kakebarai continues to be an inefficient way of working.
By utilizing this flow, you can automatically add registration information to @pocket once invoice issuance is completed with Money Forward Kakebarai, eliminating the need for manual input.
It also helps prevent human errors due to manual entry, maintaining the transparency of shared information.
By streamlining the workflow of the entire team, it can also lead to increased productivity.
■Notes
・Please integrate both Money Forward Kakebarai and @pocket with Yoom.
.avif)
