Microsoft Excel + Ponto
Track new Ponto balances by adding rows in Microsoft Excel
Keep your financial documents tidy with this automated workflow that springs into action whenever there's a new balance update in Ponto. It seamlessly adds a new row in your Microsoft Excel spreadsheet reflecting the change. This solution efficiently organizes your balance data, saving you time and manual data entry.
Keep your financial documents tidy with this automated workflow that springs into action whenever there's a new balance update in Ponto. It seamlessly adds a new row in your Microsoft Excel spreadsheet reflecting the change. This solution efficiently organizes your balance data, saving you time and manual data entry.
- When this happens...New Balance
Triggers when a new balance is detected for an account.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
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