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Create a Ramp draft bill intake

by recued-core v1 11 views

Use “Create a Ramp draft bill intake” in Recued. It runs the Ramp draft-bill intake with approval before changes are made.

How it works 18 steps

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

Process (18 steps)
vendor_id trim
Trim whitespace from setting vendor id
invoice_number trim
Trim whitespace from setting invoice number
vendor ?
existing_drafts_raw ?
existing_bills_raw ?
defaults defaults
Apply defaults
draft_count count
Count items in existing drafts
bill_count count
Count items in existing bills
line_item_count count
Count items in setting line items
has_vendor_id compare
Check if vendor id has data
has_invoice_number compare
Check if invoice number has data
has_line_items compare
Check if line item count is greater than 0
no_existing_draft compare
Check if draft count equals 0
no_existing_bill compare
Check if bill count equals 0
ready all
Check if all conditions are true
create_draft ?
skip: step.ready not_equal true
duplicate_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 10 configurable

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

memo setting = [object Object]
ramp setting =
due at setting = [object Object]
issued at setting = [object Object]
remote id setting = [object Object]
vendor id setting = [object Object]
line items setting = [object Object]
invoice number setting = [object Object]
invoice currency setting = USD
enable accounting sync setting = false

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 Ramp connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

ramp rampbilldraftpayablesintakeduplicate-checkapprovalpack:ramp

Details

18 steps 10 configurable settings recipe_id: create-draft-bill-intake-ramp