1.Runs weekly reconciliation schedule
Integrate Schedule by Zapier and workflow orchestration tools to start a scheduled reconciliation run for processing invoice lookups.
Update client invoices when accounting marks paid or billed
Automatically run weekly reconciliation checks across Zapier Tables, Looping by Zapier, Xero, and Code by Zapier. Create and update reconciliation updates when invoice statuses shift, pending lookup rows appear, or payments get marked paidβso you can authorize, log, and update without manual reconciliation paperwork.
How this automation protects your invoice reconciliation
When pending lookup rows and invoice status changes sit unprocessed, reconciliation can stall and reporting gets out of date. This automation finds records, fetches Xero invoice status, and updates your lookup tableβso your team reconciles without manual copy and paste.
Schedule by Zapieror swap with your favorite app
2.Finds lookup records for reconciliation
Integrate Zapier Tables and database lookup tools to find records with pending statuses and an accounting invoice ID for processing.
Zapier Tablesor swap with your favorite app
3.Iterates records for invoice mapping
Integrate Looping by Zapier and iteration tools to loop returned rows and expose invoice identifiers and lookup status per record.
Looping by Zapieror swap with your favorite app
4.Finds accounting invoice by ID
Integrate Xero and accounting tools to retrieve invoice status and payment state by accounting invoice ID for branching.
Xeroor swap with your favorite app
5.Calls project API for reconciliation updates
Integrate Code by Zapier and project API tooling to map invoice references and post external reference or payment records based on status.
Code by Zapieror swap with your favorite app
6.Updates lookup rows with reconciliation results
Integrate Zapier Tables and data update tools to update the lookup row with new accounting status and reconciliation flags.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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