Missing Receipt Reminder and Reporting

Technologies

Make

Make

+
Xero

Xero

or
Quickbooks

Quickbooks

or
Zoho

Zoho

+
Hubdoc

Hubdoc

or
Dext

Dext

+
Telegram

Telegram

+
Google Sheets

Google Sheets

Automation Workflow

  • Transaction Detection:

    Trigger: When a new transaction is recorded in Xero (or any other API-supported invoicing/accounting tool such as QuickBooks or Zoho Invoice) without an associated receipt. Action: Make.com identifies the missing receipt and generates an entry in a designated Google Sheet.

  • User Enrollment and Notification:

    Trigger: Upon detection of a transaction without a receipt, the user associated with the transaction is automatically enrolled in a Telegram bot. Action: The Telegram bot sends a reminder message to the user, notifying them of the missing receipt and requesting they upload it.

  • Receipt Upload and Confirmation:

    User Action: The user uploads the missing receipt using Hubdoc or Dext (Receipt Bank). Automation: As the receipt is uploaded and matched to the transaction, the Google Sheet report is automatically updated to reflect the receipt status.

Streamline Your Receipt Tracking Process Today!

Order this automation today by filling out the simple form below. Simplify your receipt tracking process and ensure compliance effortlessly!

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