Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.

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  2. freee Accounting
  3. Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
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■Overview

This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month.

‍

■Recommended for

1. Accounting personnel using freee Accounting

・Those who do not want to miss transactions with overdue payment deadlines

・Those who want to check transactions with overdue payment deadlines collectively at the beginning of each month

・Those who want to notify team members via Microsoft Teams to prompt quick action

‍

2. Business owners/managers using freee Accounting

・Those who want to understand transactions with overdue payment deadlines to help improve cash flow

・Those who want to send reminders to accounting personnel to improve work efficiency

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■Benefits of using this template

・Eliminates the need for manual checking, reducing the burden on accounting personnel.

・By notifying via Microsoft Teams, you can quickly share information with team members and prompt action.

‍

■Notes

・Please link both freee Accounting and Microsoft Teams with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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