BizPay + OneDrive
Upload new BizPay verified reports as files in OneDrive
When a new verified report is produced in the BizPay app, have peace of mind knowing this automation workflow will seamlessly handle the file transfer to OneDrive. This efficient process ensures your important data is safely stored, enabling a streamlined approach to file organization and management. This workflow provides a clear solution to the common problem of manual document transfer and storage.
When a new verified report is produced in the BizPay app, have peace of mind knowing this automation workflow will seamlessly handle the file transfer to OneDrive. This efficient process ensures your important data is safely stored, enabling a streamlined approach to file organization and management. This workflow provides a clear solution to the common problem of manual document transfer and storage.
- When this happens...New Verified Report
Triggers when an expense report is verified in BizPay.
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Funds Loaded to Wallet
Triggers when funds are loaded to a user’s BizPay wallet.
Try ItNew Expense
Triggers when a new expense is added in BizPay.
Try ItNew Verified Expense
Triggers when an expense is verified. This happens when an expense report containing the expense is verified in BizPay.
Try ItMerchant NameRequired
Expense Bucket
AmountRequired
RecoverableRequired
NotesRequired
Expense TypeRequired
Add to Report
Funds Withdrawn From Wallet
Triggers when funds are withdrawn from a user’s BizPay wallet.
Try ItNew Action Item or Alert
Triggers when a new action item or alert is created in BizPay. Such items and alerts get created in BizPay automatically based on user actions.
Try ItNew Verified Report
Triggers when an expense report is verified in BizPay.
Try ItFolder
Include Shared Files
Try It
