Collect invoices through the input form and register transactions in freee.

■Overview

‍Automatically register invoice information uploaded to the input form as unpaid transactions in freee.

It is also possible to store invoice files in freee's file box and link them to transactions.

You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.

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■Setup Instructions

・Link freee with Yoom. (My App Integration)

・Change the fields of the input form to any desired fields. For example, you can set fields such as customer name, invoice date, amount, item, quantity, etc.

・Specify any approver in the approval operation.

・Set up account information and office ID for each operation in freee.

・In "Register Unpaid Transactions," also configure account items and other settings.

・Submit information to the input form and activate the flow bot. This will register transactions in freee based on the content entered in the form.

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■Notes

‍・It is necessary to set up account information for integration in each app's operation.

・Please change the "Office ID" and "Account Item ID" to any desired values within freee's operations.