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Ramp statement close brief

by recued-core v1 13 views

Use “Ramp statement close brief” in Recued. It provides a read-only Ramp statement-close brief.

How it works 10 steps

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

Process (10 steps)
balance ?
statements_raw ?
transactions_raw ?
defaults defaults
Apply defaults
statement_count count
Count items in statements
transaction_count count
Count items in transactions
summarize ?
statement_table to_table
Format results as a data table
transaction_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 7 configurable

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

ramp setting =
focus setting = Summarize the visible Ramp statement period and statement-linked transactions. Reconcile opening balance, charges, credits, payments, and ending balance only from returned fields; identify unsynced or not-ready transactions, missing memo or approval evidence, and date-scope mismatches. Do not fetch statement URLs or claim an accounting close is complete.
to date setting = [object Object]
from date setting = [object Object]
max length setting = 1200
statement id setting = [object Object]
transaction sync status setting = NOT_SYNC_READY

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 rampstatementstransactionsaccountingreconciliationcloseai-summarypack:ramp

Details

10 steps 7 configurable settings recipe_id: statement-close-brief-ramp