Encompass Automated Credit Hold Worklist
Every morning, WebRun opens Encompass to pull all accounts currently on credit hold, retrieves each account's open balance and aging from QuickBooks, ranks the list by balance and days since hold was placed, and posts a prioritized credit-hold worklist to your AR Slack channel so nothing stays on hold longer than necessary.
How do I automatically track and prioritize credit-hold accounts in foodservice distribution?
WebRun pulls every credit-hold account from Encompass each morning, retrieves their open balance and aging from QuickBooks, and posts a ranked worklist to your AR Slack channel. Accounts with deliveries blocked by the hold appear first so your team can prioritize the calls that prevent lost revenue, not just the largest balances.
- AR team works the right credit-hold accounts first, not the most recent
- Accounts with blocked deliveries surfaced at the top before routes depart
- Sales reps alerted when their customer is on hold so they can intervene early
Built for foodservice distributors · broadline distributors · accounts receivable teams · credit 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.encompasstech.comin a real browser with your saved login - no setup, no API keys. -
1
Encompass - pull all accounts on credit hold
encompasstech.com
WebRun opens Encompass to pull all accounts on credit hold. - Open Encompass and filter customer accounts to those with a credit-hold status
- Capture account name, account number, credit limit, hold date, and assigned sales rep for each
- Note any pending orders blocked by the hold so the team can prioritize accounts with deliveries at risk
Done when All accounts on credit hold are listed with hold date, credit limit, and pending order status.
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2
QuickBooks - retrieve balance and aging for each account
- Look up the open balance and AR aging buckets (current, 30, 60, 90, over 90 days) for each held account
- Calculate the ratio of balance to credit limit
- Flag accounts where the balance is more than 120 percent of their credit limit as high priority
Done when Every held account has its open balance, aging, and priority flag captured.
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3
Slack - post ranked credit-hold worklist to AR team
slack.com
WebRun opens Slack to post ranked credit-hold worklist to AR team. - Post the worklist to the AR Slack channel ranked by open balance descending
- Highlight accounts with pending orders at risk at the top, regardless of balance
- Include account name, balance, aging summary, hold date, and assigned sales rep for each
Done when AR team has today's ranked credit-hold worklist in Slack with full balance and aging context.
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
Will it release accounts from credit hold automatically?
No. WebRun surfaces the worklist but does not change account status. Credit hold releases are made by your AR team in Encompass after reviewing each account's payment situation.
What if a customer makes a payment overnight?
Each morning's run pulls the live balance from QuickBooks so payments received overnight are already reflected in the worklist. Accounts that paid in full and qualify for release are still shown but flagged for quick review.
Can it alert the assigned sales rep when their customer is on hold?
Yes. The worklist includes the assigned sales rep for each held account. Ask WebRun to also send a direct Slack message to each rep so they know to contact their customer before a delivery is missed.
Related templates
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