Keep invoice tax options in your review routine
Bring current tax options into a recurring billing review and confirm which ones apply to your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Taxes
Retrieve the taxes in your organization.
Why this helps
Tax configuration checks can disappear behind daily job work when they are not part of a regular review.
- Make tax option review a planned task.
- Retrieve the available Elorus tax records.
- Keep applicable tax decisions grounded in supplied billing facts.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Elorus once in the Notis portal.
- 2Create an automation to retrieve Elorus taxes for review against billing scenarios you provide.
- 3Choose a recurring schedule as the trigger.
- 4Choose a report channel and test with a real tax review.
Questions about this workflow
Will Notis determine tax compliance?
No. It retrieves tax options. Applicability depends on billing facts and rules you supply and review.
Can this be triggered by a new job?
No AccuLynx trigger events are 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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