■Overview
This is a flow that adds invoices to Microsoft Excel when they are registered in TOKIUM.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies managing invoices using TOKIUM
・Accounting personnel who want to automatically transfer invoice data to Microsoft Excel
2. Companies that use Microsoft Excel on a daily basis
・Those who want to aggregate and analyze invoice data using Microsoft Excel
・Those who manually enter invoice data each time but want to reduce errors and improve work efficiency
■Benefits of using this template
By integrating TOKIUM with Microsoft Excel, invoice data is automatically reflected in Microsoft Excel.
This eliminates the need for manual data entry, saving work time.
Additionally, maintaining data consistency reduces input errors and omissions, improving work accuracy.
Furthermore, using the automated flow allows for quick report creation, enhancing overall work efficiency.
This enables rapid business decision-making, contributing to increased competitiveness.
■Notes
・Please connect both TOKIUM and Microsoft Excel with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
.avif)
.avif)
