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
core.acct.invoice.search
Search acct invoice
payments
core.acct.payment.search
Search acct payment
customers
core.acct.customer.search
Search acct customer
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
▼
Output
summary
summary
table
overdue_table
table
open_invoice_table
table
payment_table
table
customer_gap_table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
row limit
setting
=
20
Uses (3 operations)
Pack operation
Search acct invoice
core.acct.invoice.search
Pack operation
Search acct payment
core.acct.payment.search
Pack operation
Search acct customer
core.acct.customer.search