■Overview
This is a flow to add to Sasuke once the invoice issuance is completed with Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their business operations
・Those who create invoices
・Those who manage invoice details of client companies
2. Companies that manage information with Sasuke
・Those who centrally manage transaction-related information and share it within the team
■Benefits of using this template
Money Forward Kakebarai is a tool that can be utilized to streamline the issuance of invoices related to transactions.
By simultaneously managing client information with Sasuke and sharing it within the team, you can visualize transaction-related information, enabling quick decision-making and smooth progress tracking.
However, manually adding invoice information to Sasuke every time an invoice is issued with Money Forward Kakebarai is cumbersome, inefficient, and time-consuming.
By utilizing this flow, information is automatically added to Sasuke once the invoice issuance is completed with Money Forward Kakebarai, eliminating the need for manual entry.
By reducing manual work, the time saved can be used for other core tasks, facilitating smooth progress of the entire team's operations.
Additionally, since the updated information uses referenced data, it helps prevent human errors in advance.
■Notes
・Please integrate both Money Forward Kakebarai and Sasuke with Yoom.
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