■Overview
This flow uploads files attached to applications to Google Drive once they are approved in Jobcan Expense Management and Workflow.
■Recommended for
1. Personnel responsible for expense management in companies using Jobcan Expense Management and Workflow
・Company accounting personnel
・Sales or sales assistants who submit expense applications
2. Those who store files in Google Drive
・Administrative personnel responsible for storing company data and files
・Accounting personnel who store attached files in folders
■Benefits of using this template
Using Jobcan Expense Management and Workflow for expense application tasks allows for consistent management from application to approval, visualizing the workflow and improving efficiency.
However, storing receipt files from expense management is a significant burden during the expense management process.
This flow is suitable for those who want to streamline the process of storing file data.
By automatically storing receipt data attached to expense applications in Google Drive, you can prevent forgetting to save receipt files.
Additionally, you can use the same name for the saved file as the application form, allowing you to easily identify which application the saved file belongs to at a glance.
■Notes
・Please integrate both Jobcan Expense Management and Workflow, and Google Drive with Yoom.