■Overview
This is a flow that adds to Microsoft Excel when the invoice status in Misoca becomes billed.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who use Misoca
・Accounting department personnel who create invoices
2. Those who manage data with Microsoft Excel
・Those who manually add Misoca invoice information to Microsoft Excel
■Benefits of using this template
If you manage billed invoice information from Misoca in Microsoft Excel, the transcription work each time is cumbersome.
Additionally, if there are any transcription errors, it may affect the operations of the accounting department.
With this flow, when the invoice status in Misoca becomes billed, it can be added to Microsoft Excel, eliminating the need for manual transcription work.
By automating the transcription of Misoca invoice information, input time is reduced, and work efficiency can be improved.
The accuracy of data addition to Microsoft Excel is also enhanced, preventing human errors.
■Notes
・Please integrate Misoca 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.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
.avif)
.avif)
