Finance Automation
The Finance Automation Dashboard manages rule-based automations that connect financial modules. It eliminates manual data re-entry by auto-triggering actions...
2026-02-17 · 3 min
Manual area
Finance
Coverage
3 sections
Operator notes
2 implementation notes
Overview
The Finance Automation Dashboard manages rule-based automations that connect financial modules. It eliminates manual data re-entry by auto-triggering actions across billing, GL, payroll, procurement, and accounts payable.
Automation Rules
Configure automated financial processes:
- Bill Payment to GL: auto-post journal entries when bills are paid (Debit Cash, Credit Revenue).
- Payroll to GL: auto-post salary expense journal entries when payroll runs are approved.
- GRN to AP Invoice: auto-create vendor payable invoices when goods are received.
- Reorder Alerts: auto-flag inventory items below reorder level and suggest purchase quantities.
- Attendance to Payroll: auto-compute working days and leave deductions from attendance records.
Each rule can be enabled/disabled independently with an active toggle.
Execution Log
Track automation execution history:
- Timestamp, rule name, trigger event, and outcome (success/failure).
- Error details for failed executions.
- Re-run option for failed automations.
- Execution count and success rate per rule.
- Filter log by date range, rule type, or status.
Notes
Tip
Enable all five cross-module automations during go-live. They save hours of manual GL posting and eliminate reconciliation discrepancies.
Warning
If an automation fails (e.g., GL posting from billing), the primary transaction still completes. Review the automation log regularly to catch and re-run failures.
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