1.Detects new bill file in folder
Integrate Google Drive and file intake folders to monitor new files and trigger processing for ledger deposits.
Create keg deposit accounting row from bill file
Automatically monitor new bill files in Google Drive intake folders and accounting spreadsheets across Google Sheets. Automatically create and update when files arrive, matching keg lines and posting deposit rowsβso you can protect reconciliation without manual paperwork and delays.
How this automation posts deposits from bill files
When bill files sit unprocessed in a drive intake folder, deposit entries stay incomplete and reconciliation falls behind. This automation looks up source rows, appends deposit rows and totals in Google Sheets, deletes processed rows, and moves the file for audit trailsβso your team posts journal entries faster.
Google Driveor swap with your favorite app
2.Looks up source rows in sheet
Integrate Google Sheets and spreadsheet lookups to find rows referencing the incoming file to map keg line items.
Google Sheetsor swap with your favorite app
3.Adds deposit lines to ledger
Integrate Google Sheets and accounting worksheets to map source line fields and append deposit rows in your ledger.
4.Adds consolidated totals row
Integrate Google Sheets and reporting sheets to aggregate formatted totals and append a consolidated deposit row.
5.Deletes processed intake rows
Integrate Google Sheets and spreadsheet maintenance to remove original item rows tied to the processed file.
6.Moves file to processed folder
Integrate Google Drive and audit folders to archive the processed bill file into your processed location.
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