Scriptera
BambooHR and Microsoft SharePoint automations — Finance
Ready-made scenarios where BambooHR and Microsoft SharePoint work for you (finance): pick one — a copy appears in your account and runs on its own.
14 scenarios
- New files in Microsoft SharePoint — Uploading documents in BambooHR
- New records in Microsoft SharePoint — Employees in BambooHR
- Converting a statement into your accounting import format
- Receipt data into Microsoft SharePoint — from a chat photo
- Receipts from your inbox — into a spreadsheet and storage
- Invoice data — straight into a sheet after upload
- Invoices from your email — filed and logged automatically
- Invoice processing from a messenger: data to a table, file to storage
- Analysis across a stack of reports — a ready document with conclusions
- An expense claim — from receipts
- Payment receipts: sending, archive and ledger — automatically
- Sort invoices from your inbox into a sheet and folders
- Receipts sort themselves by category — personal, business, shared
- A personalized financial plan from a questionnaire — PDF to the client's inbox
