Auto Record from Google Sheets
We Added Auto Record to the Bkper Add-on for Google Sheets, making it possible to automatically record transactions from your sheets in your Bkper finances.
With Auto Record every time a new row is added to a sheet a transaction is recorded in Bkper.
Many businesses use spreadsheets in their financial process to register sales, invoices, payments, expenses etc. Often building some workflow step of approval into these sheets and like this prepare relevant financial data for analysis or for further processing in another system. Besides not being very collaborative, this can become a tricky thing to maintain with formula’s recalculating values on thousands of rows throughout your administration.
Auto Record makes it easy to collect data from many sheets serving…different purposes, bringing that data together as the finances of one Bkper book. It takes out manual tasks of collecting and organizing data, and besides the tangible effect of saving you a lot of time, the benefit of having your financial history stored consistently in one comprehensive P&L can take your business a big step ahead.
Each time when a new row is added on a sheet where Auto Record is activated, it will grab that entire last row and record it as a double entry transaction, automatically completing the right accounts, adjusting their balances on Bkper. On the sheet itself, these rows are marked green for quick identification and more detailed information about the recording is written in a comment on the first cell of each row. Auto Record can be activated on as many tabs as you like.
A great combination of Auto Record is together with a response sheet for a Google Form, and another cool application is to query for workflow conditions (approved, payed, received) in another tab to be recorded as a transaction in Bkper.
Find out more about the Bkper add-on for google Sheets on our Help Center .