Turn receipts and invoices into expense rows
Reads each receipt or invoice you link, pulls out supplier, date, total and tax, and adds a row to your expenses sheet.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead columnReads the 'Source link' column of the 'Expenses' tab so a receipt already recorded is not entered again.
For each
rawLink- 2Google SheetsAppend rowAppends a row of supplier, date, number, total, tax and currency to 'Expenses', or to 'Needs review' with the reason.
- 2
How it works
What happens on each run, in plain English.
Paste the links to a batch of receipts and invoices and run it. Each file is read, its supplier, date, invoice number, total, tax and currency are pulled out, and a row is added to your 'Expenses' tab.
Values are written exactly as they were read, so nothing becomes a formula or a reinterpreted date. A wrong figure costs more than a missing row, so it refuses to guess: if no supplier, date or total could be read, or the reader was not confident, the row goes to a 'Needs review' tab with a last column saying what is wrong. A figure not found is left blank rather than written as zero. A bad link or an unreadable file is listed there too, and the rest of the batch still goes through. Links already on the tab are skipped, so you can add receipts and run it again.
Before the first run you need a spreadsheet with an 'Expenses' tab and a 'Needs review' tab, both headed for the columns the rows fill; each link must open the file directly without signing in.
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