Reflect unpaid invoice list from Money Forward Kakebarai in Microsoft Excel

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  3. Reflect unpaid invoice list from Money Forward Kakebarai in Microsoft Excel
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■Overview

This is a flow to reflect the list of unpaid invoices from Money Forward Kakebarai into a Microsoft Excel database.

It is also possible to build a more practical flow that separates routes to update existing values or add them as new values using branching.

‍

■Recommended for

1. Accounting personnel using Money Forward Kakebarai

・Those who want to streamline the management of unpaid invoices

・Those who want to eliminate the hassle of manually compiling unpaid invoices in Microsoft Excel

・Those who want to grasp the status of unpaid invoices in real-time to facilitate prompt reminders and responses

‍

2. Business owners and financial officers

・Those who want to always be aware of the status of unpaid invoices to aid in cash flow planning

・Those who want to analyze trends in unpaid invoices using Microsoft Excel to improve billing operations and customer management


■Benefits of using this template

Money Forward Kakebarai is an excellent tool for streamlining billing operations, but there is also a need for detailed analysis and flexible data utilization using familiar tools like Microsoft Excel for managing unpaid invoices.

By utilizing this flow, data retrieval from Money Forward Kakebarai and data reflection in Microsoft Excel are automated, eliminating the need for manual transcription work, reducing the risk of input errors and data inconsistencies, and improving operational efficiency.

‍

■Notes

・Please link Money Forward Kakebarai and Microsoft Excel with Yoom.

・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・The operation "Repeat the same process" is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections set in the flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps that are subject to restrictions.

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Money Forward Pay for Business
Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.
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Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.
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