Automated Akaunting Record Setup Checklist
When a new customer or vendor is added in Akaunting, WebRun checks their record for missing details, tax number, billing address, payment terms, creates a Trello card to track setup, and posts a Microsoft Teams note so the bookkeeper knows a new record needs finishing.
How do I make sure new Akaunting records get fully set up?
WebRun checks every new Akaunting customer or vendor record for a tax number, billing address, and payment terms, then creates a Trello card naming what is missing. It posts a Microsoft Teams note to the bookkeeper so an incomplete record gets finished instead of sitting unnoticed until it causes a problem.
- Incomplete records get caught the day they are created, not at invoice time
- The bookkeeper works from a Trello board instead of re checking every record
- Missing tax numbers and addresses stop causing problems downstream
Built for Bookkeepers · small business owners · accountants · office managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.akaunting.comin a real browser with your saved login - no setup, no API keys. -
1
Akaunting - check the new record for missing details
akaunting.com
WebRun opens Akaunting to check the new record for missing details. - Open the new customer or vendor record in Akaunting
- Check for a tax number, billing address, and payment terms
- Note exactly which fields are still missing
Done when Every new record has been checked against the full field list.
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2
Trello - log the setup card
trello.com
WebRun opens Trello to log the setup card. - Create a Trello card for the new record with what is missing
- Place it on the setup board for the bookkeeper to work through
- Move the card to done once the record is complete
Done when A setup card exists for every incomplete new record.
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3
Microsoft Teams - notify the bookkeeper
microsoft.com
WebRun opens Microsoft Teams to notify the bookkeeper. - Post a note to Teams naming the new record and what is missing
- Link to the Trello card for full detail
- Skip the notification if the record was already complete
Done when The bookkeeper is notified whenever a new record needs finishing.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it fill in the missing details itself?
No. WebRun only checks what is missing and logs it. Entering the tax number or billing address stays a task for your bookkeeper.
What fields does it check?
Tax number, billing address, and payment terms by default. These are the fields most likely to cause problems later if left blank.
Will it notify anyone if the record is already complete?
No. The Teams note only goes out when something is actually missing, so complete records do not generate noise.
Related templates
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