■Overview
This is a flow to add to Microsoft Excel once an invoice is issued with Money Forward Kakebarai.
■Recommended for
1. Those who use Money Forward Kakebarai in their business
・Those responsible for creating transaction invoices
・Those who accumulate and utilize transaction information for analysis
2. Companies managing information with Microsoft Excel
・Those who register detailed information for each trading company and share it with the team
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used for smooth form creation.
By centrally managing transaction information with Microsoft Excel, you can smoothly conduct analyses to determine future strategies.
However, manually adding information to Microsoft Excel each time an invoice is issued with Money Forward Kakebarai can increase mental burden.
By utilizing this flow, information is automatically added to Microsoft Excel when an invoice is issued with Money Forward Kakebarai, eliminating the need for manual work.
By eliminating manual work, you can avoid human errors and maintain high transparency of the registered information.
■Notes
・Please link both Money Forward Kakebarai and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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