Optimize Your Workflow with a Work Bill Format for Teams

Work bill format for teams

I made a flow this morning I just wanted to show you it's something I want to do for us when we ask for invoices to be paid - this is for invoices that were requesting this is I'm making this because of the sponsorships for the 2018 conference so I would Microsoft flow here's how my flow works it says basically I have created a form before counting what anyone wants to request an invoice from accounting so we basically go to our form and we're going to fill it out it's called an invoice request form and I'm gonna add it to teams and SharePoint so the name of the company to be invoiced I'm just gonna say I actually have one right now but I'm just gonna do Jackie Jackie aim of contact Jackie whatever blah blah email that's email of contact you know we're filling it out I want to pay cash this is what accounting says they need line items I need this for 800 I get that for 888 whatever and this is me I'm Jackie later and my email is Jay I'm gonna hit submit when I do this my flow kicks off so let's go back and look at the flow alright so here's the flow doo-doo-doo-doo okay so it's going to go ahead and it knows I've submitted inform what a new response is submitted for the invoice request form this I'm going to apply these steps I'm going to get the details from the invoice request form and I'm going to send an email to accounting okay right now it's me because I'm testing it the email subject line it's got the name of the company that made the contact all that information I just put in it's gonna send that to accounting then it's also gonna ask that we call accounting let us know when they have sent the invoice and when they have the invoice payment has been received okay it's gonna get them on a link or they can up tap update that information and SharePoint well you may have said we haven't done anything in SharePoint yet what we're about to while this information is being generated sent to accounting it also is creating a line item in a list in SharePoint so I've created a list in SharePoint in sales and marketing called called our invoice request form list okay and it has all those same information that just got filled out the form is added to this list but what is added to the list and SharePoint is this column four is the invoice sent and has payment button received okay so we come back here and it's gonna tell if counting please update that column when it's sent and please update that column when it's received so that's so that we know we know where invoice is being handled by accounting right so this is that action of creating the item and SharePoint so that's where it says okay go ahead and put from the form put the name of the company of the title on SharePoint from the form put the name of the contact in SharePoint that's all done okay by default invoice sent is now by default payment received is now now I say do this until when I want you this next step I want you to do this until the invoice sent is equal to yes so it's gonna check right here delay three days every three days and it's gonna do these steps until the invoice sent is equal to yes and what is it gonna do every three days it's gonna check okay and if it is equal to yes it's going to send post a message on Microsoft teams it says hey whoever requested it name of requester your invoice for this company for this amount was sent to that person by accounting you can checkout it here it'll take you to SharePoint if in three days it checks in a County has not marked it is sent it'll say hey do your accounting it appears the either the invoice request for this has not been sent or that you haven't marked it a cent so can you please look into this matter and then it gives them a link to SharePoint to update it or just remind them to send it it's gonna do it check every three days until it sees that it has been sent so on the same thing payment received we give a more time here delays sixty days so it's sixty days it's gonna see his payment received equal to yes if it is not equal to yes it's gonna send an email to accounting saying hey accounting our invoice request list shows that we have not received payment from this company this is the contact person please either update that list to show that we received a payment or please contact that person if in 60 days it shows that we did receive payment invoice it's gonna post a team's and say hey whoever requested this in sales and marketing the general channel we have received payment from this company for whatever you requested and this is where I going a hearing and add that and everything's chill with them we got it all so we can all have peace of mind and everybody can see and be updated on that so that is it's going to say update flow that is what that flow is for I just built it right this morning I'm going to go ahead and process that I've got four or five sponsorship sponsorship payments that we need to invoices we need to get out and we will see how this process works stop stop 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