What am I owed, in one currency
Use “What am I owed, in one currency” in Recued. Totals the open invoices in your invoice book into a single reporting currency using Frankfurter's rates. It reads information without changing data in the connected service.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (31 steps)
base_trimmed
trim
Trim whitespace from setting reporting currency
base
uppercase
Convert base trimmed to uppercase
base_required
template
Generate text from a template
fail: step.base is_empty
invoices_raw
?
invoices
default
Apply default
have_invoices
template
Generate text from a template
fail: step.invoices is_empty
invoice_count
count
Count items in invoices
currency_values
pluck
Extract currency from each item
currencies
unique
Remove duplicates from
currency_count
count
Count items in currencies
quote_list
join
Join items with ","
rates_raw
?
rates
default
Apply default
have_rates
template
Generate text from a template
fail: step.rates is_empty
rate_count
count
Count items in rates
rate_date
default
Apply default
priced
enrich_by
Apply enrich_by
convertible
filter
Filter by condition
unconvertible
filter
Filter by condition
convertible_count
count
Count items in convertible
unconvertible_count
count
Count items in unconvertible
converted
map
Extract from each item
total_raw
sum
Sum values in
total
round
Round total raw to 2 decimal places
unconverted_total_raw
sum
Sum values in
unconverted_total
round
Round unconverted total raw to 2 decimal places
by_size
sort
Sort by converted_outstanding
largest
slice
Take a subset of
card
to_summary
Format results as a summary card
largest_table
to_table
Format results as a data table
unconvertible_table
to_table
Format results as a data table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200
reporting currency
setting
=