Microsoft Excel + Pennylane
Add new Pennylane customer invoices to a Microsoft Excel table with ease
Streamline your financial management processes with this simple workflow. Whenever a new customer invoice is created in Pennylane, a corresponding row is added to a selected table in your Microsoft Excel. This process ensures all your financial records are quickly and accurately updated, saving you the trouble of manually entering data. Enjoy effortless record keeping and enhance efficiency in your business operations.
Streamline your financial management processes with this simple workflow. Whenever a new customer invoice is created in Pennylane, a corresponding row is added to a selected table in your Microsoft Excel. This process ensures all your financial records are quickly and accurately updated, saving you the trouble of manually entering data. Enjoy effortless record keeping and enhance efficiency in your business operations.
- When this happens...New Customer Invoice
Triggers when a new invoice is created/imported or when an invoice matches the filter.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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