Once approved in Jobcan Expense Management and Workflow, register the client in Money Forward Cloud Accounting.

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■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.

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About the Apps You Use
Money Forward Cloud Accounting
Money Forward Cloud Accounting
 Templates using
Jobcan Expense Management & Workflow
Jobcan Expense Management & Workflow
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About the apps you use
Money Forward Cloud Accounting
Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.
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Jobcan Expense Management & Workflow
At Yoom, you can utilize the Jobcan Expense Reimbursement and Workflow API without any coding. It's possible to send notifications to Slack or Chatwork triggered by approvals in Jobcan, or to integrate application details with other SaaS platforms. Additionally, you can synchronize Jobcan application details with Yoom's database.
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