1.Captures paid bill details
Integrate Xero and accounting workflows to capture invoice reference, paid date, paid amount, and currency from the paid bill event.
When supplier bills get marked paid, delays can leave payment data out of sync. This automation captures paid bill details in Xero, finds the matching payment item, and updates paid fields in Yeeflowβso your team can keep AP reconciled.
Integrate Xero and accounting workflows to capture invoice reference, paid date, paid amount, and currency from the paid bill event.
Integrate Yeeflow and payment trackers to map invoice reference to a lookup field and continue only for matching records.
Integrate Yeeflow and reconciliation tools to update paid date, paid amount, currency, and set status to the paid field.
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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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