Templates

Workflow templates.
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CONTPAQi Accounting

Automated CONTPAQi SAT Compliance Reports

Every month, WebRun checks CONTPAQi for missing CFDI stamps, unfiled provisional payments, and open DIOT items, logs every gap to a sheet, and emails your accountant a compliance report before the filing deadline.

Google Sheets›

CONTPAQi Accounting

Automated CONTPAQi Purchase Order Follow Up

Every Monday, WebRun finds which CONTPAQi purchase orders are past their expected delivery date, drafts a follow up email to each vendor in Outlook for review, and posts your purchasing team a WhatsApp list of what's still late.

CONTPAQi Accounting

Automated CONTPAQi Overdue Invoice Reminders

Every Monday, WebRun finds which CFDI invoices are past due in CONTPAQi, drafts a polite reminder email for each client in Outlook for you to review, and posts your collections team a WhatsApp list of who still owes.

CONTPAQi Accounting

Automated CONTPAQi Payroll Run Summaries

After each CONTPAQi Nominas payroll run, WebRun compiles headcount, gross pay, IMSS and ISR withholdings, and net pay, emails the summary to your finance lead in Outlook, and logs the totals to a sheet for your records.

CONTPAQi Accounting

Automated CONTPAQi Financial Statement Summary

After each month closes in CONTPAQi, WebRun pulls the balance sheet and income statement, summarizes revenue, expenses, and margin against last month, emails the owner in Outlook, and logs every month's numbers to a sheet.

CONTPAQi Accounting

Automated CONTPAQi Inventory Reorder Alerts

Every night, WebRun checks CONTPAQi Comercial stock levels against each item's reorder point, logs every low stock item to a sheet, and messages your purchasing lead on WhatsApp with what to reorder first.

Google Sheets›

CONTPAQi Accounting

Automated CONTPAQi Expense Receipt Capture

The moment an employee sends a receipt photo on WhatsApp, WebRun reads the amount, vendor, and date, drafts a matching expense entry in CONTPAQi for the accountant to approve, and logs it to a sheet.

CONTPAQi Accounting

Automated CONTPAQi Customer Statement Reports

On the first of each month, WebRun compiles every client's open invoices and payments from CONTPAQi into a statement of account, drafts it in Outlook for review, and logs which statements are ready to send.

CONTPAQi Accounting

Automated CONTPAQi CFDI Invoice Alerts

Every morning, WebRun opens CONTPAQi, checks each CFDI invoice stamped the day before for a valid RFC, folio fiscal, and SAT status, logs the results to a sheet, and messages your accountant on WhatsApp if any invoice needs a fix.

Google Sheets›

CONTPAQi Accounting

Automated CONTPAQi Cash Flow Forecast Alerts

Every morning, WebRun projects your cash position in CONTPAQi from open invoices, upcoming bills, and payroll, logs the forecast to a sheet, and messages you on WhatsApp the moment a shortfall is projected.

Google Sheets›

CONTPAQi Accounting

Automated CONTPAQi Bank Reconciliation Digest

Every morning, WebRun opens CONTPAQi Bancos, matches yesterday's bank movements to recorded transactions, logs any unmatched item to a sheet, and emails your controller a short reconciliation digest.

Google Sheets›

CONTPAQi Accounting

Automated CONTPAQi Accounts Payable Alerts

Every morning, WebRun checks CONTPAQi for vendor bills due in the next week, drafts a payment approval list in Outlook for your finance lead, and messages a same day heads up on WhatsApp for anything due today.

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