■Overview
This is a flow that adds expenses registered in TOKIUM to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Companies using TOKIUM for expense reimbursement
・Accounting personnel and managers aiming to streamline expense reimbursement operations
・Those who want to easily share expense information with other departments
2. Those using Microsoft Excel in their work
・Accounting personnel who want to quickly create a list of expense reimbursement applications
・Those who want to promptly grasp new expense reimbursement applications and smoothly proceed with approval tasks
・Team leaders who want to check project-related expenses in a list
・Those who want to reduce manual input and improve work efficiency
■Benefits of using this template
While TOKIUM is a useful tool for managing expenditure information, manually transferring the information to Microsoft Excel every time it is registered requires significant effort.
By using this template, you can automatically sync registered expense reimbursement application information with Microsoft Excel, reducing work time and preventing human errors such as transcription mistakes or registration omissions.
It is recommended not only for accounting personnel managing expense information but also for managers approving expense applications and checking project expenditures.
■Notes
・Please integrate both TOKIUM and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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