■Overview
This is a flow where, once an expense application is approved in freee Accounting, the application details are stored in a Microsoft Excel database and sent to Outlook.
By integrating freee Accounting with Microsoft Excel and Outlook, you can save the effort of operating each app individually and repeatedly entering data, allowing for smoother business operations.
Additionally, since records are automatically added to Microsoft Excel and sent to Outlook, you can prevent any omissions or leaks in information management.
Feel free to change the notification content and the chat room for notifications in Outlook as needed.
■Notes
・Please integrate freee Accounting, Microsoft Excel, and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a business plan (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail.