Chase vendor rebate claims that are overdue
Every Monday, WebRun opens JanSanix, pulls every open manufacturer rebate claim by vendor and submission date, checks QuickBooks Online for a matching payment received, and posts finance a Slack alert listing every claim that has gone past that vendor's normal payment window unpaid.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track which vendor rebate claims are still unpaid and overdue?
WebRun tracks your open vendor rebate claims every Monday. It pulls every claim logged in JanSanix with its vendor, amount, and submission date, checks QuickBooks Online for a matching payment received, and posts finance a Slack alert listing every claim that has gone past that vendor's normal payment window unpaid, so a stalled claim gets chased while it is still collectible.
- Overdue vendor rebate claims get chased while they are still collectible
- Finance sees claims aged against each vendor's own payment window, not a guess
- Paid claims close out automatically once QuickBooks confirms the payment
Built for jan-san distributors · distributor finance and AR teams · purchasing managers · controllers
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
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - pull open vendor rebate claims
cloud9erp.com How to Automate JanSanix (Cloud 9 ERP Solutions)
WebRun opens JanSanix (Cloud 9 ERP Solutions) to pull open vendor rebate claims. - Open JanSanix and pull every open manufacturer rebate claim with its vendor, amount, and submission date
- Calculate how many days each claim has been open
Done when Every open vendor rebate claim is listed with its age.
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2
QuickBooks Online - check for a matching payment received
- Check for a payment received matching each open claim's vendor and amount
- Mark any claim with a matching payment as paid and ready to close out
Done when Every open claim is checked against payments received.
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3
Slack - alert finance to overdue claims
slack.com How to Automate Slack
WebRun opens Slack to alert finance to overdue claims. - Post finance a list of claims still unpaid past that vendor's normal payment window
- Sort the list oldest and largest dollar amount first
Done when Finance has this week's overdue vendor rebate claim list.
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 file a new rebate claim with the vendor?
No. It only tracks claims your team has already logged in JanSanix and checks whether payment arrived. It does not submit anything to a vendor on its own.
How does it know a claim was paid?
It matches each open claim's vendor and amount against payments received in QuickBooks Online, so a claim only closes out once the money is actually confirmed in your books.
How does it decide a claim is overdue?
It compares how long the claim has been open against that vendor's normal payment window, so the alert reflects each vendor's own typical turnaround, not one fixed deadline for everyone.
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