■Overview
This is a flow to register transactions in freee Accounting when expenses are applied for in kickflow.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies that have implemented CollaboFlow as a workflow tool
・Accounting personnel receiving expense applications from sales representatives via CollaboFlow
・Those who register transactions in freee Accounting after receiving expense applications in kickflow
2. Companies using freee as accounting software
・Accounting personnel using freee for accounting processes
・Those creating expense applications in freee Accounting based on information from kickflow
■Benefits of using this template
While freee Accounting is an excellent service for streamlining accounting processes, manually registering transactions for each expense application submitted in kickflow is cumbersome.
By utilizing this template, expense applications can be automatically registered in freee Accounting based on information submitted in kickflow, eliminating the need for manual entry.
This reduces the workload of personnel and enhances productivity.
Additionally, reducing manual entry helps prevent input errors and omissions, leading to more accurate accounting processes.
■Notes
・Please integrate both kickflow and freee Accounting with Yoom.
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