Expense Management Automation Workflows — Page 2 | Neura Market

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Expense Management Workflows

Business expense tracking

Create an Income in Wave Accounting for every Sendcloud parcel
Every time a Sendcloud parcel is updated to the specified status, Make will automatically book the corresponding sales entry in Wave accounting.
MakeFree
Record Wave transactions from new Shopify orders
A ready-to-use Make workflow that connects Shopify, Wave. Record Wave transactions from new Shopify orders. Customize and deploy in minutes.
MakeFree
Create a Revolut draft payment from a new ClickUp task
A ready-to-use Make workflow that connects Clickup, Airtable, Revolut. Create a Revolut draft payment from a new ClickUp task. Customize and deploy in minutes.
MakeFree

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Lexware Invoice Reminder Automation for KlickTipp

This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns. When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp using the business email address. If the contact already exists, the record is updated. If the contact does not exist, it is automatically created and subscribed via the selected opt-in process. The automation stores the invoice voucher URL and the payment due date in dedicated custom fields inside KlickTipp. After that, the tag “Lexware | Open Invoice” is assigned to the contact. This setup allows you to trigger automated email campaigns in KlickTipp based on financial events. For example, you can start a friendly payment reminder sequence when the Open Invoice tag is added and stop it once the invoice is paid. The template uses the custom fields “Lexware | Beleg URL” and “Lexware | Zahlungsziel” and requires the tag “Lexware | Open Invoice” to be available in your KlickTipp account. This solution is ideal for businesses that want to connect accounting processes with automated marketing workflows and eliminate manual tag management.

Create Revolut draft payments to employees from a Toggl report and send a Slack notification

Create Revolut Business draft payments to your employees from a Toggl time-tracking summary report and send a Slack notification. The scenario is set to run on the first day of the month (you can change it by clicking on the watch icon next to the first module) and it retrieves a summary report for the last month. The setup of the template assumes you have your employee data stored in an Airtable table. Your table has to include these fields: Name of the employee (First name and Last name) and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

Transfer Lexware invoice status changes to update KlickTipp segments

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”. If the invoice remains open, the contact is tagged with “Lexware | Open Invoice”. This ensures that your marketing automation always reflects the current financial status of the customer. By automatically updating tags based on real payment events, you can stop reminder campaigns immediately after payment is received and trigger follow up sequences such as thank you emails or onboarding workflows. This template requires the tags “Lexware | Paid Invoice” and “Lexware | Open Invoice” to exist in your KlickTipp account. It is ideal for businesses that want to align accounting processes with automated email communication and eliminate manual tag management errors.

Create YNAB transactions from Xero invoices

A ready-to-use Make workflow that connects Xero, Ynab. Create YNAB transactions from Xero invoices. Customize and deploy in minutes.

Automated employee payments with data grabbed from a time-tracking app

Retrieve the time tracked by your employees on Harvest, store all the details in Google Sheets and create draft payments using Revolut Business. The setup of the template assumes you have your employee data stored in a Google Sheets sheet. It has to include these columns: Name of the employee and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Sheet #2 (the one with the courier information) needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

Import new Bank Statement lines in FreeFinance from payments in Stripe

A ready-to-use Make workflow that connects Stripe, Util, Free-finance. Import new Bank Statement lines in FreeFinance from payments in Stripe. Customize and deploy in minutes.

Add new Invoice Ninja clients to ActiveTrail

Every time a new client is created in Invoice Ninja, Make will automatically create a new contact in ActiveTrail.

Create expense reports in Expensify from Airtable records

A ready-to-use Make workflow that connects Airtable, Expensify. Create expense reports in Expensify from Airtable records. Customize and deploy in minutes.

Creating invoice in Fakturoid from time entries in Harvest - sorted by project

After a month finishes, all the time entries from the month are aggregated into a new invoice in Fakturoid. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.

Create a Revolut draft payment from a new Trello card

A ready-to-use Make workflow that connects Trello, Airtable, Revolut. Create a Revolut draft payment from a new Trello card. Customize and deploy in minutes.

Create a Revolut Business draft payment and send an Email notification from a new Shopify order

A ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Create a Revolut Business draft payment and send an Email notification from a new Shopify order. Customize and deploy in minutes.

Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets

A ready-to-use Make workflow that connects Harvest, Payment-rails, Google-sheets. Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets. Customize and deploy in minutes.

Katana Customer Ref # sync to QBO Invoice

Use this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice.

Creating invoice in Vyfakturuj.cz from time entries in Harvest - sorted by project

After a month finishes, all the time entries from the month are aggregated into a new invoice in Vyfakturuj.cz. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.

Create Payment in Noloco from new Stripe payments

A ready-to-use Make workflow that connects Stripe, Noloco. Create Payment in Noloco from new Stripe payments. Customize and deploy in minutes.

Record Wave transactions for new Google Sheets rows

This template shows how to export your bank or credit card statements to Wave. Every time a new row of expense (or income) is added to your Google Sheets spreadsheet, Make will automatically create an accounting transaction in Wave. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1Lkltj7IHbQY5afWRBKPelup80jfgPV7pRLGMUpL4K6k/edit#gid=2109159956).

Get new payments via Data Store in Make

New payments will be stored within Make’s datastore, where the payment data will be refreshed every 20 min. Requested data structure: Payment Token, status, email notification. Creator: [email protected].

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