Files
Source folder: -
Input folder: -
Output folder: -
Config path: -
Input folder: -
Output folder: -
Config path: -
Incoming
| Name | Status | Size | Modified | Action |
|---|
Outgoing
| Name | Size | Modified | Action |
|---|
Process
Workflow
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1 Pull from Google Drive ?
Fetch new invoices into the local incoming folder.
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2 Preview fields ?
Extract invoice details before renaming.
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3 Review and edit ?
Check extracted values and edit cells if needed.
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4 Rename files ?
Apply the planned filenames and move files to the outgoing folder.
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5 Write info to Report ?
Record Client Ref., Invoice Date, PDF Invoice No., Topped Currency and Topped amount in the protected [Auto] report tab.
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6 Push to Google Drive ?
Send processed files to Google Drive.
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7 Clear Drive input folder ?
Remove processed originals from Drive.
| Original | Account | Number | Date | Total | Currency | Target name | Status |
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Run individual steps manually. Use with care: this can leave files in a half-processed state.
Configuration
Logs
| Time | Level | Event | Details |
|---|