◼️Overview
When you receive an email with an attached invoice, the AI automatically reads the invoice content and registers the billing information in freee accounting based on it.
You no longer need to open the email, download the file, or manually enter the information into freee.
Additionally, by including a person in charge for checks midway, more accurate invoice information linkage is possible.
◼️Setup Method
① Select the email trigger from the trigger options, configure the following settings, and save.
・Create a receiving address: Enter any string and copy the address.
・Trigger conditions: Set the subject or body conditions for activating the trigger as desired.
・Test the next page: Send a test email with a demo invoice file that meets the conditions to the copied receiving address, and confirm receipt through testing.
※ It may take some time to obtain results from the email sending test.
※ If you want to forward to the receiving address, please refer to here.
② Press the + mark under the trigger, select the operation to read text from images/PDFs, configure the following settings, and save.
・Select "Read qualified invoice" from the actions.
・For file attachment method, select "Use obtained value" and set the demo file "Attachment 1" configured in ① from the options.
・For additional items to extract, obtain the following by default. (If there are other values you want to obtain, please enter them additionally.)
※ "Issuer's Name", "Issuer's Registration Number", "Transaction Details", "Amount Subject to 10%", "Consumption Tax Subject to 10%", "Amount Subject to 8%", "Consumption Tax Subject to 8%", "Subtotal", "Total"
※ If the above default items are not included in the invoice, they will not be obtained.
※ For detailed setup methods, please refer to here.
③ Press the + mark, select the operation to request action from a person in charge, configure the following settings, and save.
・Person in charge: Select any person in charge.
・Message field: Enter any value. You can also embed the values read from the invoice in ② like "Business Name: {{Issuer's Name}}", which will display the obtained values directly in the person in charge request.
※ For details on dynamically embedding outputs, please refer to here.
・Click "Add Form": Enter the item names obtained in ② directly into each field.
・By doing this, you can carry over the output values obtained in ② or use the values modified by the person in charge.
※ For more on output carryover, please refer to here.
④ Press the + mark, select freee accounting from the app integration operations, choose the action to upload evidence files to the file box, configure the following settings, and test/save.
・Business ID: Select the specified business ID from the options.
・Memo/Transaction Date: Enter any value. (Not mandatory.)
⑤ Press the + mark, select freee accounting from the app integration operations, choose the action to search for a business partner, configure the following settings, and test/save.
・Business ID: Select the specified business ID from the options.
・Search Keyword: Embed the company name obtained in the form of the person in charge request in ③.
⑥ Press the + mark, select freee accounting from the app integration operations, choose the action to register unpaid transactions, configure the following settings, test/save, and complete the setup.
・Business ID: Select the specified business ID from the options.
・Occurrence Date: Enter the date obtained in ③ or the default date output obtainable on Yoom.
・Transaction Type: Select the specified transaction type from the options.
・Payment Due Date: Enter the date output obtained in ③.
・Business Partner ID: Embed the business partner ID obtained in the business partner search in ⑤.
・Tax Category Code: Select the specified tax category code from the options.
・Account Item ID: Select the specified account item ID from the options.
・Transaction Amount: Embed the total amount output obtained in ③.
・Evidence File ID: Embed the evidence file ID obtained in ④.
※ For other optional items, directly input or embed the content obtained from operations like ③ as needed.
◼️Notes
・When searching for a business partner in freee accounting in ⑤, the business partner name in freee accounting must be registered in the formal name to match the company name on the invoice.
・AI operations are only available in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations set in the flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI functions (operations).
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