Microsoft Excel + Mercury
Create rows in Microsoft Excel for new transactions in Mercury
Stay on top of your financial transactions with this efficient workflow. Whenever there is a new transaction in Mercury, it will add a new row with the transaction data to your specified Microsoft Excel spreadsheet. It not only saves time but also ensures that every financial activity is accurately recorded in real-time. This is an excellent solution for managing financial records cleanly and systematically.
Stay on top of your financial transactions with this efficient workflow. Whenever there is a new transaction in Mercury, it will add a new row with the transaction data to your specified Microsoft Excel spreadsheet. It not only saves time but also ensures that every financial activity is accurately recorded in real-time. This is an excellent solution for managing financial records cleanly and systematically.
- When this happens...New Transaction
Triggers when a new transaction is created on any bank account (eg. Checking or Savings). Optionally, can also include any Credit account (eg. Physical/Virtual Credit or Debit). This trigger fires before the transaction settles.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Account Balance
Triggers when an account's balance changes.
Try ItFailed Transaction
Triggers when a transaction fails.
Try ItSettled Transaction
Triggers when a transaction settles.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
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Cancelled Transaction
Triggers when a transaction is cancelled.
Try ItInclude Credit Accounts?
Try ItTransaction Update
Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
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