Active Accounting Rules

Auto-Send Overdue Invoice Reminders

Active

TRIGGER: Invoice Overdue by 7 Days ➔ ACTION: Send Email Reminder to Client

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Recurring Monthly Retainer Invoice

Active

TRIGGER: 1st Day of Every Month ➔ ACTION: Generate & Send $4,500 Invoice to Acme

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Auto-Post Bank Reconciliation Matches

Disabled

TRIGGER: Bank Match Confidence > 95% ➔ ACTION: Auto-Reconcile & Clear Line

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Low Cash Warning Alert

Active

TRIGGER: Cash Balance < $10,000 ➔ ACTION: Send SMS & Push Alert to Admin