Review expense documentation alongside vendor details
Schedule a review that brings vendor page findings and expense attachments together, so missing documentation is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expense Attachments
Lists one expense’s attachments, one page at a time.
Why this helps
Expense documentation can be hard to track when supporting files and purchase context live in separate places.
- Review the listed attachments for a specified expense.
- Compare available documentation with vendor page context.
- Create a focused list of records that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Elorus once in the Notis portal.
- 2Create an automation in Automations, New Automation, and specify vendor pages and expense IDs to review.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Ask Notis to list the returned attachments and flag records that appear to need documentation review.
- 5Test with one expense and confirm the attachment list in Elorus.
Questions about this workflow
Will this download or attach files?
No. The action lists one expense's attachments one page at a time. Use the report to review the returned list.
Can it determine whether a receipt is sufficient?
It can report what is listed and flag missing or unclear documentation, but your accounting policy determines what is sufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Elorus. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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