■Overview
This is a flow to register a business partner in Money Forward Cloud Accounting once it is approved in Jobcan Expense Management & Workflow.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Jobcan Expense Management & Workflow for expense management
・Those who manually enter expense data approved in Jobcan Expense Management & Workflow into other systems
・Those who want to reduce manual data entry and manage expenses more efficiently
2. Those who use Money Forward Cloud Accounting for accounting tasks
・Those who want to bulk register business partners in Money Forward Cloud Accounting but find manual entry cumbersome
・Those who want to link expense data with the accounting system to improve operational efficiency
■Benefits of using this template
By linking Jobcan Expense Management & Workflow with Money Forward Cloud Accounting, you can automatically register approved transaction information.
This eliminates the need for manual data entry, improving operational efficiency.
Additionally, by preventing input errors, you can achieve accurate management of accounting data.
Furthermore, reflecting data in multiple systems with a single entry maintains consistency across operations, simplifying overall management.
Using this flow will reduce complex accounting tasks, allowing you more time to focus on other tasks.