Interpreter.io Automated AR Aging Digest
Every Monday, WebRun opens QuickBooks, pulls every open interpreting invoice, cross-references the underlying assignments in Interpreter.io, and posts an internal Slack digest of outstanding balances grouped by requesting agency and aging bucket so your team sees who owes what and how overdue it is.
How do I track outstanding interpreting balances by agency?
WebRun pulls every open interpreting invoice from QuickBooks each Monday, matches each balance back to its assignments in Interpreter.io, and flags any mismatch. It posts an internal Slack digest of outstanding balances grouped by requesting agency and aging bucket, oldest first, so your team sees exactly who owes what and how overdue it is.
- Every Monday your team sees who owes what and how overdue
- Balances are grouped by agency and aging bucket, oldest first
- Invoice-to-assignment mismatches are flagged for a closer look
Built for court interpreting agencies · language service providers · finance teams · interpreting operations managers
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - pull open invoices and aging
- Open QuickBooks and pull every open or overdue interpreting invoice
- Capture the requesting agency, invoice amount, due date, and days overdue
- Group the balances into aging buckets such as current, 30, 60, and 90 plus days
Done when Every open invoice is captured with its agency, amount, and aging bucket.
-
2
Interpreter.io - match invoices to assignments
interpreter.io
WebRun opens Interpreter.io to match invoices to assignments. - Open Interpreter.io and match each open invoice to its underlying assignments
- Confirm the sessions, courts, and hours behind each balance
- Flag any invoice where the linked assignment or hours look inconsistent
Done when Each outstanding balance is tied back to its assignments with any mismatch flagged.
-
3
Slack - post the outstanding-balance digest
slack.com
WebRun opens Slack to post the outstanding-balance digest. - Post an internal digest to your finance or coordination Slack channel
- List outstanding balances grouped by requesting agency, oldest first
- Show totals per aging bucket and highlight the largest overdue balances
- Keep the digest internal so nothing reaches an agency
Done when Your team has a Slack digest of outstanding balances by agency and age.
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 this send payment reminders to agencies?
No. It only posts an internal Slack digest for your team. It never emails or messages a requesting agency, so any collection outreach stays a human decision.
How are balances grouped?
It groups outstanding balances by requesting agency and by aging bucket, current through 90 plus days overdue, oldest first, and highlights the largest overdue amounts.
How does it tie a balance to the work?
It matches each open QuickBooks invoice back to its assignments in Interpreter.io and flags any invoice whose linked sessions or hours look inconsistent.
Related templates
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