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Notis

Review updated receipts for expense entry

A corrected receipt can trigger a fresh review, so bookkeeping details do not stay tied to an outdated copy.

Trigger

New Version Created

Triggers when a new version of a specified file is created.

Action

Create Expense

Creates an expense from categorized line items.

Why this helps

Corrected receipts and replacement scans can be easy to miss after an expense has already been recorded.

  • Bring corrected receipt details back for review.
  • Reduce repeated entry by checking available expense context.
  • Report uncertainty rather than silently replacing records.

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Elorus once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and provide a name and prompt.
  • 3In one instruction, ask Notis to review new versions of receipt files, check available expense context for a match, and create an expense only when it is clearly needed; report corrections that require a human decision.
  • 4Select the OneDrive New Version Created trigger and set a run report destination.
  • 5Test with one real receipt file that has a new version.

Questions about this workflow

Will it update an existing expense automatically?

The workflow uses the Create Expense action. Ask Notis to report likely corrections for review instead of treating a new version as permission to create a duplicate.

Does the trigger provide the previous receipt version?

The listed trigger fires when a new version is created. If Notis cannot access the prior version or expense context, the prompt should direct it to report that limitation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link One drive to Elorus. A trigger fires from one place; an action lands in another.

One drive triggers

Elorus actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Create an invoice or receipt, saved as a draft by default.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Expense

Creates an expense from categorized line items.

ActionInstant

Onedrivebasetrigger

Provides the base trigger for detecting changes in OneDrive.

TriggerPolling

CREATE_PRODUCT

Create a product or service in the catalog.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive.

TriggerPolling

Email Invoice

Email an existing invoice to selected contacts.

ActionInstant

File Updated

Triggers when a file's content or metadata changes.

TriggerPolling

Get Bills

Retrieve bills for viewing and managing expenses or purchases.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive.

TriggerPolling

Delete Invoice

Permanently deletes a draft invoice; issued invoices cannot be deleted.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive.

TriggerPolling

Get Contacts

Retrieve your contacts.

ActionInstant

Item Moved or Renamed

Triggers when a file or folder is moved or renamed.

TriggerPolling

Get Credit Notes

Retrieve credit notes.

ActionInstant

Connect any two apps with Notis in the middle.

One drive and Elorus, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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