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  6. [Example of Lap Use] Streamlining the confirmation of invoice downloads from business partners (Accounting)

[Example of Lap Use] Streamlining the confirmation of invoice downloads from business partners (Accounting)

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last updated:Sep 15, 2022

アイ・コン
アイ・コン
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Regular checks. There are too many sites to confirm, making it a struggle just to log in? With a system that delivers information automatically, the confirmation process is streamlined.

When using various cloud services, don't you find it difficult to reach the desired site due to the overwhelming number of sites? If there are cloud services that you need to check regularly, one way to manage this is to set up a BAT (Business Automation Tool) so that the responsible person's email arrives at the designated time. This is especially useful at the end and beginning of the month when work tends to concentrate. If you only need to check one folder, that alone can lead to increased efficiency in the verification process. By integrating CSV Rap with CData Arc, you can send the registration information of cloud services via email at specified times or save it to a specific folder. Moreover, there is no need to create forms for each cloud service to make it easy to read. It allows you to streamline the series of tasks such as 1) clicking the site URL, 2) logging in, and 3) checking the desired information. *Before & After is noted in the basic information section.

    Software (middle, driver, security, etc.)Electronic documentsBusiness Intelligence and Data Analysis
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[Example of Lap Use] Streamlining the confirmation of invoice downloads from business partners (Accounting)

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  • Related Link - https://www.cdata.com/jp/blog/anysaas-arc-csvlapot

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basic information

【Target】 Business/Industry: Accounting Frequency of Occurrence: Each time confirmation is needed Target Model for Efficiency Improvement: Individuals in roles that frequently require regular data checks on cloud services 【Before: In Excel】 (~3 minutes) - Search for the URL from favorites - Log in - Navigate to the desired screen - Confirm data 【After: CDataArc + CSV Report】 (~30 seconds) - Confirmation details arrive via email, or confirmation files are saved in a specified folder - Confirm data

Price information

- Cloud version (Lite) 5,000 yen/month (500 times) - Cloud version (Standard) 14,000 yen/month (2000 times) - On-premises version 600,000 yen/year

Applications/Examples of results

Sales operations: User verification, processing progress confirmation General affairs operations: Invoice download confirmation Overall confirmation of cloud service content

Company information

アイ・コン

アイ・コン

software

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i-Con Co., Ltd. provides packaged products and cloud services for "forms." By constantly pursuing technological innovation and offering appropriate products and services that meet the specific needs of our customers, we achieve customer satisfaction and contribute to society.

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