The customer previously transferred invoices between their application and Helios (a standardized accounting system) manually, leading to frequent errors. The company requested a solution to completely eliminate the need for manual data entry and ensure seamless data transfer.
In FileMaker, we developed a task that checks for finalized invoices every hour. These invoices are written into an auxiliary SQL database. Using FileMaker's native ExecuteSQL function, an SQL method is called within the database to process the invoices and transfer them to Helios. Once processed, the results are synchronized back to FileMaker, and in case of any processing errors, the administrator is notified via email.
This solution significantly reduced errors and streamlined the entire invoicing process.
