Create an Airtable Invoice for R&D with Ease

Airtable invoice for R&D

hi Amelia from bit Scout in this video I wanted to show you a simple invoice processing tool so we took our table and we also used make and Outlook to create a system where you receive lots of invoices into your outlook and then using make we bought those invoices into airtable and in the air table we have created an interface where that looks like this where you can check each and every invoice and whether approve it and fix it or reject it if something is wrong right the important part is that that immediately simplifies the work of your financial department or if you are a small company the work of yourself you create an automation that sends lots of emails within voices to the same more box let's say invoices at yourcompany.com and then make automatically using this scenario automatically takes each and every invoice creates a line in air table with an invoice data it's called it extracts the whole information from this invoice and then you use the this tool to check it automatically or you have somebody doing this for you and fix if there are errors or prove it directly and push it to whether your different system your Erp or xero whatever you use so let me show you how it works in this case I'm gonna send lots of invoices to my mailbox or basically in this case to myself and what will happen is in this case when I start the scenario mate will capture those invoices and one by one each attachment will be created in them in the air table let me show you how our back amp looks like so this is how it looks like and you see this was done and this ain't coming in which is the work done and then right now we'll receive more of those because that's how I as you can see they're coming in with some data and they will start appearing in the interface okay so let me show you this is the invoice that appeared I can check it it's parking and I can find the bank transaction if you also have a bank transaction extraction using um downloading band monthly statement allows you also to upload them to airtable because usually the ncsv or you can use bitcover to do the same but you can choose a bank transaction and it will automatically attach itself to this task and you know in this case approved then move to the next invoice have a look here attach the transaction and proof all right it will it says this it will hide invoice because there are no other left but yeah and this way you can create the system where you automatically will just analyze each and every invoice that you receive whether one day or once a week and keep it under control the whole setup takes just around 15 minutes and in the description of this video you'll find an article with the step-by-step instruction how to do it but yeah so in if you spend 15 minutes you can create your invoice processing tool very easy and efficient thank you