■Overview
This is a flow to obtain cloud service invoices and register them in freee accounting.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who use multiple tools for invoice management
・Those who want to use invoices saved in one tool with other tools
・Those aiming to improve business efficiency through automation of invoice processing
2. Those who use freee accounting for business
・Those who want to consolidate billing information in freee accounting
・Those who want to prevent human errors caused by manual uploads
■Benefits of using this template
With this flow, you can download invoices saved in a specific cloud service and automatically upload them to the file box of freee accounting.
Invoices corresponding to the registration content of the form are uploaded at the necessary timing, leading to improved efficiency in billing operations by reducing work time and human errors.
■Notes
・Please link freee accounting with Yoom.
・The operation to manipulate the browser is a feature available only in the Success Plan. In other plans, the set operation will result in an error, so please be careful.
・Paid plans such as the Success Plan offer a 2-week free trial. During the free trial, you can use operations that manipulate restricted apps and browsers.
・For instructions on how to set up operations that manipulate the browser, please refer to here.
・Customize the Yoom form items and browser manipulation operations according to the cloud service you are using.
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