How to Automate Invoice Management Between Harvest and Fakturoid
Introduction to Invoice Automation
Are you tired of the repetitive task of managing invoices between multiple platforms? You’re not alone! Many businesses find themselves spending countless hours on manual invoice transfers, which can lead to errors and missed deadlines. Automating this process can be a game-changer for your business operations, allowing you more time to focus on what truly matters.
Thankfully, automation tools like Make can simplify this daunting task. By connecting your Harvest and Fakturoid accounts, you can automatically import new invoices, reducing the need for manual entries and minimizing error rates. Let’s dive into how you can set this up for your business.
Understanding Harvest and Fakturoid Integration
Harvest is a popular tool used for time tracking, expense management, and invoicing. It helps businesses manage their finances efficiently by providing detailed insights into operations. On the other hand, Fakturoid is an excellent application for managing invoices within Europe, particularly in the Czech Republic and Slovakia.
Integrating these two can streamline your workflow, ensuring that every invoice created in Harvest is imported and managed seamlessly in Fakturoid. This integration minimizes data entry tasks and keeps all your financial information consistent across platforms, which is crucial for business success.
Setting Up Your Accounts
Before diving into the automation process, ensure you have active accounts on both Harvest and Fakturoid. Verify that both platforms meet your business needs and that you’re familiar with their basic functionalities. This familiarity will make the integration process smoother as you’re already accustomed to the interfaces and available features.
Once you have both accounts ready, it’s time to access Make (formerly Integromat) — a powerful automation service that connects different apps without the need for coding. Setting up your Make account will be the first step towards linking Harvest and Fakturoid effectively.
Creating a Scenario in Make
A scenario in Make is essentially a workflow that connects different apps together. To create one, start by opening Make and choosing the option to create a new scenario. You’ll want the scenario to begin by monitoring your Harvest account for any new invoices created.
Within the scenario, select ‘Harvest’ as the first app, and choose the trigger action – in this case, the creation of a new invoice. This set-up ensures that every time you generate an invoice in Harvest, Make takes over and processes it according to your specified instructions.
Configuring Fakturoid in Your Scenario
After setting up Harvest, the next step is to configure Fakturoid within the same scenario. This involves adding Fakturoid as the second app in your scenario. Choose the action that allows the importation of invoices into Fakturoid.
Make sure that all necessary Fakturoid account credentials are entered correctly within Make. This ensures that each invoice can be imported smoothly without any authentication issues. Double-check these details to avoid any last-minute hiccups during automated transactions.
Updating Invoice Numbers in Harvest
One of the key benefits of automation is maintaining consistency in data, such as invoice numbers. As your workflow progresses, you may want to update invoice numbers in Harvest to reflect those generated in Fakturoid accurately. This prevents discrepancies and ensures smooth financial auditing down the line.
Within Make, add an additional module that updates the invoice number back in Harvest after the Fakturoid import. This bidirectional updating gives you peace of mind that all records match, avoiding confusion between your platforms.
Testing Your Automated Workflow
Before relying entirely on your new automated setup, it’s wise to run a few tests. Create dummy invoices in Harvest and follow the process through Make. Confirm whether the invoices are imported into Fakturoid successfully and if the invoice numbers update appropriately in Harvest.
Testing not only identifies potential errors but also increases your confidence in the system’s reliability. If any issues do arise, troubleshoot them by reviewing each procedure within Make. This preparation ensures your real invoices are processed without a hitch.
Maintaining Your Automation System
Automation doesn’t mean you can forget about the system altogether. Regularly check the scenarios in Make to ensure they are running smoothly. Updates on either platform, Harvest or Fakturoid, could necessitate adjustments to your scenario.
Additionally, consider tracking performance metrics to measure time saved and error reduction since implementing the automation. These insights could help justify further investments in automation technologies as your business grows.
Conclusion
Automating invoice management between Harvest and Fakturoid can significantly enhance your operational efficiency. By leveraging Make, you eliminate manual data entry, reduce the potential for human error, and free up your time for more strategic tasks. Although it requires some initial setup, the long-term benefits of streamlined processes make it well worth the effort.
If you’re looking to bring more ease and accuracy into your invoicing routine, now’s the time to get started with automation. Join the growing number of businesses reaping the rewards of modern technology and take your invoicing to the next level!
FAQs
What is Make and how does it work?
Make is an intuitive automation platform that connects different applications and automates workflows. It operates by creating scenarios that trigger actions across connected apps, streamlining processes without the need for manual intervention.
Can I use Make for other integrations besides Harvest and Fakturoid?
Absolutely! Make supports a wide range of applications, allowing you to automate various business processes beyond just invoice management. Whether it’s CRM systems, marketing platforms, or project management tools, Make can handle it.
Is it safe to connect my financial accounts with Make?
Yes, Make employs robust security measures to protect your data. Ensure you utilize strong passwords, enable two-factor authentication, and regularly monitor your accounts for any unusual activity to enhance safety further.
How difficult is it to learn to use Make?
Make is designed with user experience in mind, featuring a straightforward interface that even non-tech users can navigate. There are plenty of tutorials and community forums available to help you master its functionalities quickly.
Will automation replace the need for accountants?
While automation significantly reduces manual tasks, it doesn’t replace the critical thinking and expertise that accountants provide. Instead, it allows accountants to focus on more strategic and value-added activities, enhancing overall productivity.
