Daily accounting back office
Use “Daily accounting back office” in Recued. Vendor-agnostic read-only daily money cockpit for a small business on QuickBooks or Xero. Changes remain behind Recued's approval controls.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (24 steps)
invoices
?
payments
?
customers
?
open_invoices
filter
Filter by condition
open_invoices_dated
map
Extract due_date from each item
overdue_invoices
filter
Filter by condition
open_invoice_count
count
Count items in open invoices
overdue_invoice_count
count
Count items in overdue invoices
ar_open_total
reduce
Reduce with sum
ar_overdue_total
reduce
Reduce with sum
recent_payment_total
reduce
Reduce with sum
customer_email_gaps
filter
Filter by condition
customer_email_gap_count
count
Count items in customer email gaps
open_invoices_ranked
sort
Sort by
open_invoice_rows
slice
Take a subset of
overdue_ranked
sort
Sort by
overdue_rows
slice
Take a subset of
payment_recent_rows
slice
Take a subset of
customer_gap_rows
slice
Take a subset of
summary
to_summary
Format results as a summary card
overdue_table
to_table
Format results as a data table
open_invoice_table
to_table
Format results as a data table
payment_table
to_table
Format results as a data table
customer_gap_table
to_table
Format results as a data table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
acct
setting
=
row limit
setting
=
20