https://github.com/erikdebruijn/scan-to-moneybird

System to help pay bills quickly (and upload various other documents into a business' adminstration software)
https://github.com/erikdebruijn/scan-to-moneybird

Last synced: about 1 month ago
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System to help pay bills quickly (and upload various other documents into a business' adminstration software)

• Host: GitHub
• URL: https://github.com/erikdebruijn/scan-to-moneybird
• Owner: ErikDeBruijn
• License: apache-2.0
• Created: 2019-06-06T19:00:42.000Z (over 5 years ago)
• Default Branch: master
• Last Pushed: 2023-01-20T07:25:14.000Z (almost 2 years ago)
• Last Synced: 2023-08-14T04:21:02.473Z (over 1 year ago)
• Language: Ruby
• Size: 22.5 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 8
• Metadata Files:
  • Readme: readme.md
  • License: LICENSE

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README

        
What is the purpose of Scan-to-moneybird?

=========================================

Make paying bills as frictionless as possible.

It's a very basic system that can be used to monitor a folder and when a file is found in this folder it will be uploaded as a generic document to a Moneybird financial administration. From there it can be further analysed and you can make the corresponding payments, etc.

I use it to scan documents straight into to Moneybird.

How does it work?

=================

1. Automator monitors the designated folder

1. scan.rb is ran with the file as parameter

1. The upload is performed by scan.rb by running a rest call.

1. scan.rb moves your scanned file into a folder you configured.

Setup

=====

1. Create your Moneybird token, only document access is needed. You should create a token per administration.

1. Find your administration in the URL of Moneybird.

1. Create a `.env` file called `.foobar.env` if you company is named Foo Bar. Include at least these variables:

```

MONEYBIRD_TOKEN=c94747b2c470434747b2b2c447b2c4a6a043de47b2c4a6a91cc

MONEYBIRD_ADMINISTRATION=123123123123123123

FINISHED_PATH="/path/to/Documents/uploaded_to_moneybird"

```

1. Ensure this the `FINISHED_PATH` path exists.

1. Mac OS X comes with Automator, which has a special "Folder Action" when you choose File --> New. You can select a folder and when a file is stored in it, it will run things for you. Create a new folder action in this way.

1. From `Utilities`, add a shell script. Set it up so it passes input as a parameter and make it use `bash`.

1. cd /path/to/scan-to-moneybird/

1. `bundle`

1. I use a script as follows, copy and paste this into the box and modify to reflect your setup:

```

cd /path/to/scan-to-moneybird/

export PATH=/Users/username/.rbenv/shims:/Users/username/.rbenv/bin:/usr/local/sbin:/usr/local/sbin:/usr/local/bin:/usr/bin:/bin:/usr/sbin:/sbin:/Users/username/.rvm/bin

for f in "$@"

do

  echo $f

  echo "-------- " >> output.log

  date "+DATE: %Y-%m-%d%nTIME: %H:%M:%S" >> output.log

  /path/to/scan-to-moneybird/scan.rb foobar $f | tee -a output.log

done

```

1. Save the automator workflow.

1. Test it by dropping a PDF into the folder. It should disappear. For debugging purposes, you can look in `/path/to/scan-to-moneybird/` to figure out what happened if it doesn't show up.

Tips and tricks

===============

You can also call scan.rb from the command line as follows:

```

/path/to/scan.rb foobar adm/invoice-123.pdf

```

Contributing

============

Please be gentile, I wrote this as quickly as I could!

Contributions are welcome. Feel free to submit a Pull Request through github! I hope this is helpful to you.