Review Elorus expenses on a recurring schedule
Keep expense review moving with a regular snapshot of the records you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Expenses
Searches expenses and returns one paginated page of summaries.
Why this helps
Expense review can pile up when it only happens after someone remembers to check the billing system.
- Receive expense summaries on a recurring schedule.
- Apply review criteria supported by Elorus expense search.
- Make it easier to notice expenses that need a closer look.
Setup
Build it in a few focused steps.
- 1Connect Elorus once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis which expense criteria and review period to use for each run.
- 4Pick a schedule trigger and choose where run reports go.
- 5Test with one real example and review the result.
Questions about this workflow
Can the workflow update expenses?
No. This workflow retrieves expense summaries for review.
Can it review a particular period?
Describe the period in the instruction, and use criteria supported by the Elorus expense search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Elorus. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Fires when a new contact is added to the contacts list.
CREATE_PRODUCT
Create a product or service in the catalog.
Calendar Event Changes
Fires when a calendar event is created, updated, or deleted.
Email Invoice
Email an existing invoice to selected contacts.
New Calendar Event
Fires when a new calendar event is created.
Get Bills
Retrieve bills for viewing and managing expenses or purchases.
New Outlook Message
Fires when a new message arrives in the watched mail folder.
Delete Invoice
Permanently deletes a draft invoice; issued invoices cannot be deleted.
New Sent Message
Fires when a new message is sent from the watched mail folder.
Get Contacts
Retrieve your contacts.
Get Credit Notes
Retrieve credit notes.
Connect any two apps with Notis in the middle.
Outlook and Elorus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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