Automated Alegra Receivables Aging Report
Every Monday, WebRun opens Alegra, pulls every open invoice, sorts them into 30, 60, and 90-plus day aging buckets ranked by balance in a shared Google Sheet, and posts your finance team a Slack alert with the total outstanding and the largest accounts, ready for the week.
How do I get a ranked accounts receivable aging list from Alegra?
WebRun opens Alegra every Monday, pulls every open invoice, and sorts them by aging bucket and balance into a shared Google Sheet. A Slack message alerts your finance team with the total outstanding and the 3 largest accounts, so the team starts the week with a ranked, ready-to-work receivables list.
- Finance starts the week with a ranked, ready to work list
- The oldest and largest balances always surface first
- No manual export from Alegra or spreadsheet prep needed
Built for finance teams · accounts receivable managers · Alegra bookkeepers · small business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.alegra.comin a real browser with your saved login - no setup, no API keys. -
1
Alegra - pull every open invoice
alegra.com
WebRun opens Alegra to pull every open invoice. - Open Alegra and pull every open, unpaid invoice
- Capture the customer, amount, due date, and days outstanding for each
- Group each invoice into a 1 to 30, 31 to 60, 61 to 90, or 90-plus day bucket
Done when Every open invoice has been listed with its aging bucket and balance.
-
2
Google Sheets - build the ranked aging worklist
docs.google.com
WebRun opens Google Sheets to build the ranked aging worklist. - Open the shared accounts receivable worklist sheet
- Clear last week's rows and write this week's invoices, sorted by balance within each bucket
- Add a total row for outstanding balance per bucket and overall
Done when The sheet shows this week's full ranked worklist, ready for the team to work.
-
3
Slack - alert finance it's ready
slack.com
WebRun opens Slack to alert finance it's ready. - Post finance a short message with the total outstanding balance and a link to the sheet
- Call out the 3 largest balances by customer name
- Note which bucket holds the most risk this week
Done when Finance has this week's link and headline numbers in Slack.
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 contact any customers directly?
No. This workflow only builds an internal worklist in Google Sheets and posts a Slack alert for your team. No customer-facing message is sent or drafted.
How are invoices ranked in the worklist?
By balance, largest first, within each aging bucket of 1 to 30, 31 to 60, 61 to 90, and 90-plus days, so your team tackles the biggest risk first.
Can we exclude certain customers or balances?
Yes. Tell WebRun to skip customers on a payment plan, or set a minimum balance, and it applies that filter every Monday.
Related templates
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