# Google Drive Accounting Doc Router For Israeli Freelancers (Apps Script) As a freelancer or business owner dealing with both Israeli and international clients, managing accounting documents can quickly become a complex task. That's why I developed a specialized Google Apps Script application that automates the organization of invoices, receipts, and expenses in Google Drive. Github Project Link The Challenge Managing accounting documents across different tax jurisdictions presents unique challenges: Separating Israeli and international documents for VAT purposes Maintaining a consistent folder structure across years and months Efficiently handling multiple document uploads Ensuring proper naming conventions for easy retrieval The Solution I created a Google Apps Script application that provides an intuitive web interface for routing accounting documents to their appropriate folders in Google Drive. The application automatically: Creates and maintains a structured folder hierarchy by year and month Separates Israeli and non-Israeli documents Handles batch uploads of up to 10 documents Allows custom file renaming for better organization Technical Implementation The application is built using Google Apps Script, which provides seamless integration with Google Drive. It consists of two main components: Frontend (index.html) Clean, user-friendly interface File upload functionality Document type selection Israeli/non-Israeli toggle File renaming capabilities Backend (Code.gs) Folder structure management File routing logic Google Drive API integration Error handling and validation Key Features 1. Intelligent Folder Structure The application maintains a deterministic folder structure: š Root āāā š 2024 ā āāā š 01_Jan ā āāā š 02_Feb ā āāā š 03_Mar āāā š 2025 āāā š 01_Jan āāā š 02_Feb āāā š 03_Mar 2. Batch Upload Processing Users can upload up to 10 documents simultaneously, streamlining the process of organizing multiple files. 3. Smart Document Routing The application intelligently routes documents based on: Document type (invoices, receipts, expenses) Israeli/non-Israeli classification Current date (for automatic month/year folder selection) 4. Custom File Naming Users can rename files before routing to make them more descriptive and easier to find later. Deployment Process Deploying the application is straightforward: Create a new Google Apps Script project Add the Code.gs and index.html files Configure deployment settings as a web app Set appropriate access permissions Deploy and obtain the public URL Benefits This application offers several key advantages: Time Savings: Automates the tedious process of manually organizing documents Consistency: Ensures a uniform folder structure across all document types Compliance: Separates Israeli and international documents for easier tax reporting Scalability: Handles growing document volumes with ease User-Friendly: Intuitive interface requires minimal training Open Source and Available for All The project is licensed under CC-BY-4.0, allowing anyone to: Use the application for their own document management needs Modify and adapt the code for specific requirements Share and distribute the solution with others Screenshots (V1) This tool demonstrates how Google Apps Script can be leveraged to create practical solutions for real-world business challenges. By automating document management, it frees up valuable time that can be better spent on core business activities. The source code is available on GitHub, and I welcome contributions from the community to enhance its functionality further. Code (V1) Create a new project in Google Apps Script. Save the first of these code blocks as Code.js (note: capitalisation) and the second as index.html (note: lower case āiā). The images are served from Cloudinary so you don't need to worry about hosting them locally. Make sure to choose the appropriate permission for your deployment and select type as web app. Code.js const MONTHS = [ '01_Jan' , '02_Feb' , '03_Mar' , '04_Apr' , '05_May' , '06_Jun' , '07_Jul' , '08_Aug' , '09_Sep' , '10_Oct' , '11_Nov' , '12_Dec' ]; function doGet ( ) { return HtmlService.createHtmlOutputFromFile( 'index' ) .setTitle( 'Accounting File Router' ) .setFaviconUrl( 'https://www.google.com/images/drive/drive-48.png' ); } function createFolderStructure ( folderTypes ) { try { const config = JSON .parse(PropertiesService.getUserProperties().getProperty( 'accountingRouterConfig' ) || '{}' ); const now = new Date (); const year = now.getFullYear().toString(); const month = MONTHS[now.getMonth()]; let created = 0 ; folderTypes.forEach( folderType => { const folderId = config[folderType]; if (!folderId) { throw new Error ( `Folder ID not configured for ${folderType} ` ); } const rootFolder = DriveApp.getFolderById(folderId); const yearFolder = findOrCreateFolder(rootFolder, year); const monthFolder = findOrCreateFolder(yearFolder, month); findOrCreateFolder(monthFolder, 'Israeli' ); created++; }); return { success : true , message : `Successfully created folder structure for ${created} folder type(s)` }; } catch (error) { return { success : false , message : `Error creating folder structure: ${error.toString()} ` }; } } function processFiles ( files, folderType, monthOverride ) { try { const config = JSON .parse(PropertiesService.getUserProperties().getProperty( 'accountingRouterConfig' ) || '{}' ); const folderId = config[folderType]; if (!folderId) { throw new Error ( 'Folder ID not configured for ' + folderType); } let year, month; if (monthOverride) { const [targetYear, targetMonth] = monthOverride.split( '-' ); year = targetYear; month = MONTHS[ parseInt (targetMonth) - 1 ]; } else { const now = new Date (); year = now.getFullYear().toString(); month = MONTHS[now.getMonth()]; } const rootFolder = DriveApp.getFolderById(folderId); let yearFolder = findOrCreateFolder(rootFolder, year); let monthFolder = findOrCreateFolder(yearFolder, month); const results = []; files.forEach( file => { let targetFolder = monthFolder; if (file.isIsraeli) { targetFolder = findOrCreateFolder(monthFolder, 'Israeli' ); } const blob = Utilities.newBlob( Utilities.base64Decode(file.bytes), file.mimeType, file.fileName ); const newFile = targetFolder.createFile(blob); results.push({ name : file.fileName, success : true , url : newFile.getUrl() }); }); return { success : true , message : `Successfully processed ${files.length} file(s)` , results : results }; } catch (error) { return { success : false , message : `Error processing files: ${error.toString()} ` , results : [] }; } } function getConfiguration ( ) { try { const config = PropertiesService.getUserProperties().getProperty( 'accountingRouterConfig' ); return config ? JSON .parse(config) : null ; } catch (error) { console .error( 'Failed to get configuration:' , error); return null ; } } function saveConfiguration ( config ) { try { PropertiesService.getUserProperties().setProperty( 'accountingRouterConfig' , JSON .stringify(config)); return { success : true }; } catch (error) { throw new Error ( 'Failed to save configuration: ' + error.toString()); } } function findOrCreateFolder ( parentFolder, folderName ) { const folders = parentFolder.getFoldersByName(folderName); if (folders.hasNext()) { return folders.next(); } return parentFolder.createFolder(folderName); } Index.html (but save with lower case āiā)! < html > < head > < base target = "_top" > < meta charset = "UTF-8" > < title > Google Drive Accounting File Router title > < style > @keyframes slideUp { from { transform : translateY ( 100% ); opacity : 0 ; } to { transform : translateY ( 0 ); opacity : 1 ; } } @keyframes slideDown { from { transform : translateY ( 0 ); opacity : 1 ; } to { transform : translateY ( 100% ); opacity : 0 ; } } .israeli-animation { animation : slideUp 0.5s ease forwards; } .israeli-animation-exit { animation : slideDown 0.5s ease forwards; } .tabs { display : flex; margin-bottom : 20px ; border-bottom : 2px solid #ddd ; } .tab { padding : 10px 20px ; cursor : pointer; border : none; background : none; font-weight : bold; color : #666 ; } .tab .active { color : #4285f4 ; border-bottom : 2px solid #4285f4 ; margin-bottom : - 2px ; } .tab-content { display : none; } .tab-content .active { display : block; } .config-group { margin-bottom : 15px ; } .config-group input { width : 100% ; padding : 8px ; border : 1px solid #ddd ; border-radius : 4px ; } .help-text { display : block; margin-top : 4px ; color : #666 ; font-size : 0.9em ; } body { font-family : Arial, sans-serif; max-width : 800px ; margin : 20px auto; padding : 20px ; background-color : #f5f5f5 ; } .container { background-color : white; padding : 20px ; border-radius : 8px ; box-shadow : 0 2px 4px rgba ( 0 , 0 , 0 , 0.1 ); } .form-group { margin-bottom : 20px ; } label { display : block; margin-bottom : 8px ; font-weight : bold; } select { width : 100% ; padding : 8px ; border : 1px solid #ddd ; border-radius : 4px ; margin-bottom : 16px ; } .file-list { border : 2px dashed #ddd ; border-radius : 4px ; padding : 10px ; margin-bottom : 16px ; min-height : 150px ; max-height : 300px ; overflow-y : auto; transition : all 0.3s ease; background-color : #fff ; position : relative; } .file-list .drag-over { border-color : #4285f4 ; background-color : #f8f9fa ; } .drop-message { position : absolute; top : 50% ; left : 50% ; transform : translate (- 50% , - 50% ); color : #666 ; font-size : 1.1em ; text-align : center; pointer-events : none; } .file-item { display : flex; justify-content : space-between; align-items : center; padding : 8px ; border-bottom : 1px solid #eee ; } .file-item :last-child { border-bottom : none; } .button-group { display : flex; gap : 10px ; margin-top : 20px ; } button { padding : 10px 20px ; border : none; border-radius : 4px ; cursor : pointer; font-weight : bold; } .upload-btn { background-color : #4285f4 ; color : white; } .clear-btn { background-color : #dc3545 ; color : white; } .status { margin-top : 20px ; padding : 10px ; border-radius : 4px ; display : none; } .success { background-color : #d4edda ; color : #155724 ; border : 1px solid #c3e6cb ; } .error { background-color : #f8d7da ; color : #721c24 ; border : 1px solid #f5c6cb ; } .loading { display : none; text-align : center; margin : 20px 0 ; } .checkbox-label { display : inline-flex; align-items : center; margin : 0 ; gap : 5px ; font-weight : normal; } .file-rename { width : 100% ; padding : 4px ; margin-bottom : 4px ; border : 1px solid #ddd ; border-radius : 4px ; } .file-original { color : #666 ; font-size : 0.8em ; margin-bottom : 4px ; } style > head > < body > < div class = "container" > < h1 > Google Drive Accounting File Router h1 > < h2 style = "color: #666; margin: 0 0 15px 0;" > Routes accounting documents in Google Drive h2 > < div id = "currentMonth" style = "color: #666; margin-bottom: 15px; display: flex; align-items: center; gap: 10px;" > < span > span > < img src = "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAALCAYAAAB24g05AAAAxUlEQVQoU2P8//8/AyUAIwUGwA2orKxk/P//P8PmzZvRvQszYAEQnwBiZSB+D8SbgPgMEP8F4t1AvBiIQWwUgGKAGxCvBeI/QCwAxIeB+BUQGwAxyIA9QCwOxMgGIGvGMOA/EDsC8WMg/gTEpkD8GIjPArEFEIMM2QTESkCMzQCQpBUQPwBiEH8BEL8BYgMgBhmyE4jFgBjDAJBkHhDfAmKQQisg/gDEukAMMmQDECsCMU4DQAoSgfg6EIMM+QvEq4AYJM6AAgAp8kAx/Db8YAAAAABJRU5ErkJggg==" alt = "Israeli Flag" style = "width: 24px; height: 24px;" > div > < div class = "tabs" > < button class = "tab active" onclick = "showTab('upload')" > Upload Files button > < button class = "tab" onclick = "showTab('config')" > Configuration button > < button class = "tab" onclick = "showTab('howto')" > How To Use button > < button class = "tab" onclick = "showTab('create')" > Create Folders button > div > < div id = "uploadTab" class = "tab-content active" > < div class = "form-group" > < label for = "folderType" > Select Document Type: label > < select id = "folderType" > < option value = "" > Please select... option > < option value = "EXPENSE" > Expense option > < option value = "INVOICES" > Invoice option > < option value = "RECEIPTS" > Receipt option > select > < label for = "monthOverride" > Target Month: label > < select id = "monthOverride" > < option value = "" > Current Month option > select > div > < div class = "form-group" > < label > Select Files (up to 10): label > < input type = "file" id = "files" multiple accept = "application/pdf,image/*,.doc,.docx,.xls,.xlsx" style = "display: none;" > < button onclick = "document.getElementById('files').click()" class = "upload-btn" > Choose Files button > div > < div class = "file-list" id = "fileList" ondrop = "handleDrop(event)" ondragover = "handleDragOver(event)" ondragleave = "handleDragLeave(event)" > < div class = "drop-message" > Drag and drop files here < br > < small > or use the Choose Files button small > div > < div id = "fileListContent" > div > div > < div class = "button-group" > < button onclick = "processFiles()" class = "upload-btn" > Upload Files button > < button onclick = "clearAll()" class = "clear-btn" > Clear All button > div > < div class = "loading" id = "loading" > Processing files... Please wait... div > < div id = "statusImage" style = "text-align: center; margin: 20px 0;" > < img src = "https://res.cloudinary.com/domtm8wiy/image/upload/v1738782120/accounting-router/otidlvt8pofbzcpknbc6.png" alt = "Status" style = "max-width: 200px;" > div > < div class = "status" id = "status" > div > div > < div id = "configTab" class = "tab-content" > < h2 > Folder Configuration h2 > < p > Configure the Google Drive folders for each document type. You can paste the full folder URL or just the folder ID. p > < div class = "config-group" > < label for = "expenseFolder" > Expense Folder: label > < input type = "text" id = "expenseFolder" placeholder = "Paste folder URL or ID" onchange = "handleFolderInput(this)" > < small class = "help-text" > Example: https://drive.google.com/drive/folders/YOUR_FOLDER_ID small > div > < div class = "config-group" > < label for = "invoicesFolder" > Invoices Folder: label > < input type = "text" id = "invoicesFolder" placeholder = "Paste folder URL or ID" onchange = "handleFolderInput(this)" > < small class = "help-text" > Example: https://drive.google.com/drive/folders/YOUR_FOLDER_ID small > div > < div class = "config-group" > < label for = "receiptsFolder" > Receipts Folder: label > < input type = "text" id = "receiptsFolder" placeholder = "Paste folder URL or ID" onchange = "handleFolderInput(this)" > < small class = "help-text" > Example: https://drive.google.com/drive/folders/YOUR_FOLDER_ID small > div > < button onclick = "saveConfig()" class = "upload-btn" > Save Configuration button > < div class = "status" id = "configStatus" > div > div > < div id = "howtoTab" class = "tab-content" > < h2 > How To Use h2 > < div style = "line-height: 1.6" > < p style = "margin-bottom: 20px;" > This app was developed by Daniel Rosehill (danielrosehill.com) using Claude Sonnet 3.5 & Cline. p > < h3 > Setup h3 > < ol > < li > Go to the Configuration tab and set up your folder IDs for each document type. li > < li > Use the Create Folders tab to create the initial folder structure if needed. li > ol > < h3 > Uploading Files h3 > < ol > < li > Select the document type (Expense, Invoice, or Receipt). li > < li > Choose files using the button or drag and drop them into the designated area. li > < li > Optionally rename files before uploading. li > < li > For Israeli documents, check the "Israeli" checkbox next to the file. li > < li > Click "Upload Files" to process the documents. li > ol > < h3 > Folder Structure h3 > < p > Files are automatically organized in the following structure: p > < pre style = "background: #f5f5f5; padding: 10px; border-radius: 4px;" > Root Folder (Expense/Invoices/Receipts) āāā Year (e.g., 2024) āāā Month (e.g., 01_Jan) āāā Regular files āāā Israeli (folder for Israeli documents) pre > div > div > < div id = "createTab" class = "tab-content" > < h2 > Create Folder Structure h2 > < p > Use this section to create the initial folder structure for your documents. This will create the year and month folders according to the current date. p > < div class = "form-group" > < label > Select folder types to create: label > < div style = "margin: 10px 0;" > < label class = "checkbox-label" > < input type = "checkbox" id = "createExpense" checked > Expense Folders label > div > < div style = "margin: 10px 0;" > < label class = "checkbox-label" > < input type = "checkbox" id = "createInvoices" checked > Invoice Folders label > div > < div style = "margin: 10px 0;" > < label class = "checkbox-label" > < input type = "checkbox" id = "createReceipts" checked > Receipt Folders label > div > div > < button onclick = "createFolderStructure()" class = "upload-btn" > Create Folders button > div > div > < script > const months = [ 'January' , 'February' , 'March' , 'April' , 'May' , 'June' , 'July' , 'August' , 'September' , 'October' , 'November' , 'December' ]; function updateStatusImage ( state ) { const statusImage = document .getElementById( 'statusImage' ).querySelector( 'img' ); switch (state) { case 'ready' : statusImage.src = 'https://res.cloudinary.com/domtm8wiy/image/upload/v1738782120/accounting-router/otidlvt8pofbzcpknbc6.png' ; break ; case 'uploading' : statusImage.src = 'https://res.cloudinary.com/domtm8wiy/image/upload/v1738782120/accounting-router/lvameumllsc7lny3pddj.png' ; break ; case 'saved' : statusImage.src = 'https://res.cloudinary.com/domtm8wiy/image/upload/v1738782120/accounting-router/izle2zu9xgfkmkskmv2r.png' ; break ; case 'israeli' : const img = statusImage; img.src = 'https://res.cloudinary.com/domtm8wiy/image/upload/v1738782120/accounting-router/yiw6yhd5r6oc4icka3ad.png' ; img.classList.add( 'israeli-animation' ); setTimeout ( () => { img.classList.add( 'israeli-animation-exit' ); setTimeout ( () => { img.classList.remove( 'israeli-animation' , 'israeli-animation-exit' ); updateStatusImage( 'ready' ); }, 3000 ); }, 500 ); break ; } } function populateMonthsDropdown ( ) { const monthSelect = document .getElementById( 'monthOverride' ); const now = new Date (); const currentYear = now.getFullYear(); for ( let i = 0 ; i < 12 ; i++) { const date = new Date (currentYear, now.getMonth() - i, 1 ); const monthNum = String (date.getMonth() + 1 ).padStart( 2 , '0' ); const monthName = months[date.getMonth()]; const year = date.getFullYear(); const value = ` ${year} - ${monthNum} ` ; const text = ` ${monthNum} _ ${monthName} ${year} ` ; const option = new Option(text, value); monthSelect.add(option); } } window .onload = function ( ) { populateMonthsDropdown(); const now = new Date (); document .getElementById( 'currentMonth' ).querySelector( 'span' ).textContent = `Current Accounting Month: ${ String (now.getMonth() + 1 ).padStart( 2 , '0' )} _ ${months[now.getMonth()]} ${now.getFullYear()} ` ; const localConfig = JSON .parse( localStorage .getItem( 'accountingRouterConfig' ) || '{}' ); document .getElementById( 'expenseFolder' ).value = localConfig.EXPENSE || '' ; document .getElementById( 'invoicesFolder' ).value = localConfig.INVOICES || '' ; document .getElementById( 'receiptsFolder' ).value = localConfig.RECEIPTS || '' ; google.script.run .withSuccessHandler( config => { if (config) { document .getElementById( 'expenseFolder' ).value = config.EXPENSE || '' ; document .getElementById( 'invoicesFolder' ).value = config.INVOICES || '' ; document .getElementById( 'receiptsFolder' ).value = config.RECEIPTS || '' ; localStorage .setItem( 'accountingRouterConfig' , JSON .stringify(config)); } }) .getConfiguration(); updateStatusImage( 'ready' ); }; function extractFolderId ( input ) { const patterns = [ /\/folders\/([a-zA-Z0-9_-]+)(?:\/|\?|$)/ , /id=([a-zA-Z0-9_-]+)(?:&|$)/ , /^([a-zA-Z0-9_-]+)$/ ]; for ( const pattern of patterns) { const match = input.match(pattern); if (match) return match[ 1 ]; } return input; } function handleFolderInput ( input ) { const value = input.value.trim(); if (value) { const folderId = extractFolderId(value); input.value = folderId; } } function showTab ( tabName ) { document .querySelectorAll( '.tab-content' ).forEach( tab => { tab.classList.remove( 'active' ); }); document .querySelectorAll( '.tab' ).forEach( tab => { tab.classList.remove( 'active' ); }); document .getElementById(tabName + 'Tab' ).classList.add( 'active' ); document .querySelector( `.tab[onclick="showTab(' ${tabName} ')"]` ).classList.add( 'active' ); } function saveConfig ( ) { const config = { EXPENSE : document .getElementById( 'expenseFolder' ).value, INVOICES : document .getElementById( 'invoicesFolder' ).value, RECEIPTS : document .getElementById( 'receiptsFolder' ).value }; localStorage .setItem( 'accountingRouterConfig' , JSON .stringify(config)); const statusDiv = document .getElementById( 'configStatus' ); statusDiv.className = 'status success' ; statusDiv.style.display = 'block' ; statusDiv.innerHTML = 'Saving configuration...' ; google.script.run .withSuccessHandler( () => { statusDiv.innerHTML = 'Configuration saved successfully! ā' ; setTimeout ( () => { statusDiv.style.display = 'none' ; }, 3000 ); }) .withFailureHandler( error => { statusDiv.className = 'status error' ; statusDiv.innerHTML = 'Error saving configuration: ' + error.message; }) .saveConfiguration(config); } function createFolderStructure ( ) { const config = JSON .parse( localStorage .getItem( 'accountingRouterConfig' ) || '{}' ); const folderTypes = []; if ( document .getElementById( 'createExpense' ).checked) folderTypes.push( 'EXPENSE' ); if ( document .getElementById( 'createInvoices' ).checked) folderTypes.push( 'INVOICES' ); if ( document .getElementById( 'createReceipts' ).checked) folderTypes.push( 'RECEIPTS' ); if (folderTypes.length === 0 ) { showStatus( 'Please select at least one folder type.' , true ); return ; } document .getElementById( 'loading' ).style.display = 'block' ; google.script.run .withSuccessHandler( response => { document .getElementById( 'loading' ).style.display = 'none' ; showStatus(response.message, !response.success); }) .withFailureHandler( error => { document .getElementById( 'loading' ).style.display = 'none' ; showStatus( 'Error creating folders: ' + error.message, true ); }) .createFolderStructure(folderTypes); } let selectedFiles = []; document .getElementById( 'files' ).addEventListener( 'change' , function ( e ) { const files = Array .from(e.target.files).map( file => ({ file, isIsraeli : false , newName : file.name })); if (files.length > 10 ) { alert( 'Please select up to 10 files only.' ); return ; } selectedFiles = files; updateFileList(); }); function toggleIsraeli ( index ) { selectedFiles[index].isIsraeli = !selectedFiles[index].isIsraeli; if (selectedFiles[index].isIsraeli) { updateStatusImage( 'israeli' ); setTimeout ( () => updateStatusImage( 'ready' ), 1000 ); } updateFileList(); } function updateFileName ( index, newName ) { selectedFiles[index].newName = newName; } function handleDragOver ( event ) { event.preventDefault(); event.stopPropagation(); document .getElementById( 'fileList' ).classList.add( 'drag-over' ); } function handleDragLeave ( event ) { event.preventDefault(); event.stopPropagation(); document .getElementById( 'fileList' ).classList.remove( 'drag-over' ); } function handleDrop ( event ) { event.preventDefault(); event.stopPropagation(); const fileList = document .getElementById( 'fileList' ); fileList.classList.remove( 'drag-over' ); const droppedFiles = Array .from(event.dataTransfer.files).map( file => ({ file, isIsraeli : false , newName : file.name })); if (selectedFiles.length + droppedFiles.length > 10 ) { alert( 'Total number of files cannot exceed 10.' ); return ; } selectedFiles = [...selectedFiles, ...droppedFiles]; updateFileList(); } function updateFileList ( ) { const fileListContent = document .getElementById( 'fileListContent' ); if (selectedFiles.length === 0 ) { fileListContent.innerHTML = '' ; return ; } fileListContent.innerHTML = selectedFiles.map( ( fileObj, index ) => `