1.Retrieves new invoice details
Integrate QuickBooks Online and accounting tools to retrieve the new invoice and extract appointment line items and employee reference fields.
When new invoice appointment lines and employee references appear, delays can stall payroll and create avoidable hour errors. This automation extracts invoice details, formats appointment times, and creates timesheet lines in EmploymentHeroβso your team can pay accurately.
Integrate QuickBooks Online and accounting tools to retrieve the new invoice and extract appointment line items and employee reference fields.
Integrate Filter by Zapier and data validation tools to continue only when invoices include appointment line items and a present employee reference.
Integrate Formatter by Zapier and timezone formatting to convert appointment start and end times to your payroll timezone.
Integrate Looping by Zapier and payroll line processing to expand each appointment into an iteration with start, end, rate, and appointment id.
Integrate EmploymentHero and payroll records to create a timesheet record mapping employee identifier to employee id, times, location id, and rate.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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