Use “Mercury receivables brief” in Recued. It provides a read-only accounts-receivable view over Mercury invoices and customers.

How it works 9 steps

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

Process (9 steps)

■ invoices_raw ?

■ customers_raw ?

■ defaults defaults

Apply defaults

■ invoice_count count

Count items in invoices

■ customer_count count

Count items in customers

■ summarize ?

■ invoice_table to_table

Format results as a data table

■ customer_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 3 configurable

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

focus setting = Summarize visible invoice status, due-date risk, concentration by customer, and records needing follow-up. Distinguish overdue risk from confirmed overdue status and use only returned Mercury data.

mercury setting =

max length setting = 1200