Alerts and monitoring
Every Monday → reconcile open invoices with Xero
Every Monday, compares with Xero 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 Xero: it reads at most 25 of each type.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Alerts and monitoring |
| Starts with | Scheduled |
| Integrations used | Xero |
| Steps | 6 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Reconcile open invoices with Xero | Compare the open invoices with Xero | |
| 2 | Condition | If any of the invoices do not match | |
| 3 | Create task | Review the invoices that do not match Xero | › then |
| 4 | Reconcile open invoices with Xero | Compare the open supplier invoices with Xero | |
| 5 | Condition | If any of the supplier invoices do not match | |
| 6 | Create task | Review the supplier invoices that do not match Xero | › then |
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