Microsoft Excel + Urbanise Strata
Add rows in Microsoft Excel for new invoices created in Urbanise Strata
When a new invoice is generated in Urbanise Strata, this workflow steps in to neatly organize your data by instantly adding a row in your Microsoft Excel spreadsheet. This process ensures all your invoice details are accessible in one place, making your financial management efficient and hassle-free. No more toggling between apps, running searches, or risking lost data - everything is systematically streamlined for you.
When a new invoice is generated in Urbanise Strata, this workflow steps in to neatly organize your data by instantly adding a row in your Microsoft Excel spreadsheet. This process ensures all your invoice details are accessible in one place, making your financial management efficient and hassle-free. No more toggling between apps, running searches, or risking lost data - everything is systematically streamlined for you.
- When this happens...Invoice Created
Triggers when an Invoice is created in Urbanise Strata.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Invoice Created
Triggers when an Invoice is created in Urbanise Strata.
Try ItClient IDRequired
Record IDRequired
Item Record ID
Chargeable QuantityRequired
Rate
Total QuantityRequired
Notes
DateRequired
Client IDRequired
ABN
CountryRequired
contUERequired
intUERequired
Ext Ref
Start of Fin YearRequired
GST
Email
First Name
Last Name
Module
Mollak ID
Plan NameRequired
Number of LotsRequired
Number of Levy PeriodsRequired
Number of UnitsRequired
Plan NumberRequired
Post CodeRequired
RegionRequired
Street AddressRequired
StateRequired
SuburbRequired
Plan Type
Property IDRequired
Client IDRequired
Tasks TitleRequired
Tasks DescriptionRequired
Email of assignee
Start date for task
Due date for task
Type of the taskRequired
Priority of the task
Property identification
Parent Task ID
Receipt Created
Triggers when a receipt is created in Urbanise Strata.
Try ItClient ID
Address
Address Type
Address Use For
Country
Emails
Additional Info 1
Additional Info 2
Additional Info 3
First Name
Last Name
Location
Name On Title
Post Code
State
Address Type
Phone Numbers
Balcony Area
Internal Floor Area
Levy Arrears
Number Of Bedrooms
Building Number
Building Country
Debtor Level
Dewa Number
contUERequired
intUERequired
Lot Ext Ref
Floor
Levy Balance
Mollak ID
Lot NumberRequired
Lot Physical Country
Lot Physical Post Code
Lot Physical Street Address
Lot Physical State
Lot Physical Suburb
Lot Post Code
Lot Street Address
Lot State
Lot Suburb
Lot TypeRequired
Unit
Value
Value Date
Property IDRequired
Plan Ext ref
Plan Number
Client IDRequired
Ext Ref
Supplier ABN
Supplier ACN
Account Name
Account Number
Supplier BSB
Bpay Code
City
Country
Emails
Registered GST
IBAN
License Expiry Date
Licences Number
Licences Type
Suppliers Name
Description
Expiry Date
Insurer
Policy Number
Phones
Post Code
Expiry Date
Insurer
Policy Number
State
Status
Street Address
Supports EFT
Trading Name
Client IDRequired
Plan NumberRequired
