Automation · Finance
Find the vendor credits you never used
Lists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.
- Runs
- Every month on the 1st
- Works with
- Quickbooks and Gmail
What it does
- 1Get every vendor credit on the account
- 2Keep the ones with money left on them
- 3Email me what is still claimable
This one already works. Start it on your own accounts and change it to how you work.
Use this automationRelated automations
All 10 in FinanceSee where the money went this month
Groups your QuickBooks bills by vendor once a month and emails you a short read on where spend concentrated.
Finance · Quickbooks and Gmail
Chase the bills nobody has paid
Reads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.
Finance · Quickbooks and Gmail
Flag the bills big enough to need a second pair of eyes
Checks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
Finance · Quickbooks and Slack
Spot the bill you are about to pay twice
Reads your QuickBooks bills weekly and flags any that look like the same invoice entered more than once.
Finance · Quickbooks and Slack
Triage the billing mail nobody has opened
Finds unread billing and invoice mail from the last two days and posts it to Slack so it does not sit there.
Finance · Gmail and Slack
Round up the receipts sitting in your inbox
Searches the last week of mail for receipts and invoices with attachments and emails you one list of them.
Finance · Gmail