Alerts and monitoring
Every Monday → reconcile open invoices with Holded
Every Monday, compares with Holded the invoices and supplier invoices that are still open in Filmo, and if any is voided there, no longer exists or has a different outstanding balance, leaves a task with the list. It changes nothing. Each document read is a call to Holded: it reads at most 10 of each type.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Alerts and monitoring |
| Starts with | Scheduled |
| Integrations used | Holded |
| Steps | 6 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Reconcile open invoices with Holded | Compare the open invoices with Holded | |
| 2 | Condition | If any of the invoices do not match | |
| 3 | Create task | Review the invoices that do not match Holded | › then |
| 4 | Reconcile open invoices with Holded | Compare the open supplier invoices with Holded | |
| 5 | Condition | If any of the supplier invoices do not match | |
| 6 | Create task | Review the supplier invoices that do not match Holded | › then |
Was this page helpful?