Missing Receipt Follow-Up

Finance / AUTOMATE.md

Every Monday at 9:00am, check paid invoices with no goods receipt and message the buyer with the PO number and what is still open.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Receipt gaps closed before the audit
  • Buyers know which POs to confirm

How it runs

  1. 1. Starts

    Every Monday at 9:00am

  2. 2. Reads

    paid invoices with no goods receipt

  3. 3. Delivers to

    Slack

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why finance teams set this up

Invoices are approved against the header, so the price on the purchase order and the quantity that actually arrived are never compared. A twelve percent overcharge or a second invoice for the same receipt posts cleanly and surfaces weeks later during reconciliation. By then the vendor conversation and the audit trail are both harder to repair.

See the whole job: Three-Way Match Variance

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It does the checking. You approve what gets paid and posted.

  • Nothing paid or posted on its own

    Payments, journals and approvals stay with you. It prepares them and flags what doesn't match.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the books you open to it

    Each automation reaches only the folders and systems you connect for it.

Missing Receipt Follow-Up

Approve before it posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Rules in your accounting software

Coding recurring transactions the same way every time.

They can't read an unusual invoice, ask the requester a question or explain why a match failed.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build, test and maintain.

AI chat assistants

Explaining a document when you paste it in.

Nothing happens until you come back and ask again, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Duplicate Invoice Hold

When a new invoice arrives against a PO line that already has a posted invoice, flag both and email the AP clerk which one to void before the run.

When a new invoice arrives against an already paid PO line

NetSuite Match Exceptions

Every business day at 8:00am, pull the failed match report and email the AP clerk one line per invoice with the price or quantity difference.

Every business day at 8:00am

Price Variance Digest

On the last business day of the month, total price variances by vendor and email the AP lead a short table of the ten largest suppliers and the amount in question.

On the last business day of the month

Related workflows

Invoice processing

Turn each incoming invoice into a coded, approved ledger line with its document attached, or into a held exception with a stated reason.

5 automations

Vendor Master Controls

Keep vendor records clean and block duplicate invoices and unverified bank changes before money moves.

2 automations

Vendor payment tracking

Hold the payment run, the remittance advice, and the outstanding check register in step, so nothing is paid late, twice, or into a voided account.

1 automation

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon