Use “Mercury Treasury close brief” in Recued. Fresh read-only Treasury account, statement, and transaction brief for one explicit Treasury account ID.

How it works 12 steps

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

Process (12 steps)

■ treasury_id_trimmed trim

Trim whitespace from setting treasury id

■ has_treasury_id compare

Check if treasury id trimmed has data

■ treasury_accounts_raw ?

■ statements_raw ?

skip: step.has_treasury_id not_equal true

■ transactions_raw ?

skip: step.has_treasury_id not_equal true

■ statements default

Apply default

■ transactions default

Apply default

■ statement_count count

Count items in statements

■ transaction_count count

Count items in transactions

■ summarize ?

■ transaction_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 5 configurable

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

focus setting = Summarize returned Treasury transactions, statement coverage, balances, and reconciliation gaps. Do not infer missing periods or balances.

mercury setting =

max length setting = 1100

treasury id setting = [object Object]

document type setting = [object Object]