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Mercury cash operations digest

by recued-core v1 11 views

Use “Mercury cash operations digest” in Recued. It provides a scheduled, read-only Mercury banking snapshot across accounts, transactions, pending payment approvals, receivables, and Treasury balances.

How it works 15 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (15 steps)
accounts_raw ?
transactions_raw ?
requests_raw ?
invoices_raw ?
treasury_raw ?
defaults defaults
Apply defaults
account_count count
Count items in accounts
transaction_count count
Count items in transactions
request_count count
Count items in requests
invoice_count count
Count items in invoices
treasury_count count
Count items in treasury
notify ?
skip: config.notify_snapshot not_equal true
transaction_table to_table
Format results as a data table
request_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 8 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

mercury setting =
channels setting = in_app
end hour setting = 10
weekdays setting = 1,2,3,4,5
start hour setting = 8
payment status setting = pendingApproval
notify snapshot setting = true
transaction status setting = pending

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Mercury connectionSend notifications
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

mercury bankingcash-managementtransactionsapprovalsreceivablestreasurydigestschedulemercurypack:mercury

Details

15 steps 8 configurable settings recipe_id: cash-operations-digest-mercury