Make bill review a recurring task
Bring bills into a regular review so they are easier to reconcile with the job work you choose to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Why this helps
Bills can be left unchecked when review depends on remembering to open accounting and search at the right time.
- Keep bill review on a recurring schedule.
- Focus results with available filters.
- Review bill records alongside job details you supply.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation to retrieve bills with the filters you want reviewed.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report channel and test with one real bill review.
Questions about this workflow
Will this reconcile bills to jobs automatically?
Only if you provide sufficient job context and matching rules. The action retrieves bills; it does not guarantee a job match.
Can I make it run when a job changes?
There are no AccuLynx trigger events listed. This workflow runs on a recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Elorus. A trigger fires from one place; an action lands in another.
Acculynx triggers
Elorus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Create an invoice or receipt, saved as a draft by default.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Expense
Creates an expense from categorized line items.
CREATE_PRODUCT
Create a product or service in the catalog.
Email Invoice
Email an existing invoice to selected contacts.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Acculynx and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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