■Overview
This is a flow that adds a task to Microsoft Excel when an application is made in Jobcan Expense Management and Workflow.
■Recommended for
1. Companies utilizing Jobcan Expense Management and Workflow in their operations
・General affairs personnel visualizing the approval flow
・Accounting personnel handling expense-related tasks
2. Companies managing tasks with Microsoft Excel
・Those adding tasks to sheets and managing them across the team
■Benefits of using this template
Jobcan Expense Management and Workflow is an effective tool for smoothly conducting expense management tasks.
Additionally, managing tasks with Microsoft Excel allows for centralized management of related information, further streamlining business operations.
However, manually entering application details from Jobcan Expense Management and Workflow into Microsoft Excel each time is cumbersome and wastes time on simple tasks that should not be performed by humans.
This flow is effective for those who want to secure time for more creative tasks.
When an application is made in Jobcan Expense Management and Workflow, information is automatically added to Microsoft Excel, eliminating the need for manual entry.
This also eliminates concerns about human error during manual processes, leading to improved operational efficiency.
■Notes
・Please integrate both Jobcan Expense Management and Workflow, and Microsoft Excel 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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