Automated PrismHR Client Invoice Summaries
Every Monday, WebRun opens PrismHR, pulls last week's invoiced payroll and admin fee totals for every client, reconciles those figures against QuickBooks, and posts your finance team a Slack summary of what was billed, what was collected, and what is still outstanding.
How do I get a weekly summary of client payroll invoices and what is still outstanding?
Every Monday, WebRun pulls last week's invoiced payroll and admin fee totals for every client from PrismHR, then reconciles those figures against payments recorded in QuickBooks. It posts your finance team a Slack summary of what was billed, what was collected, and which clients still have an outstanding balance, so nothing gets missed heading into the new week.
- Finance teams start the week knowing exactly what is outstanding
- Every invoice is reconciled against QuickBooks automatically
- Large or aging balances get flagged before they become a collections problem
Built for PEOs · ASOs · PEO finance teams · HR outsourcing firms
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.prismhr.comin a real browser with your saved login - no setup, no API keys. -
1
PrismHR - pull invoiced client totals
prismhr.com
WebRun opens PrismHR to pull invoiced client totals. - Open PrismHR and pull each client's invoiced payroll and admin fee total for last week's runs
- Note the invoice date and due date for each client
- Flag any client on a nonstandard billing schedule
Done when Every client's invoiced total for last week is listed.
-
2
QuickBooks - reconcile against payments received
- Look up each client's account in QuickBooks and check which invoices were paid
- Match paid amounts against the PrismHR invoiced totals
- Note any client with a balance still outstanding
Done when Every invoice is reconciled against QuickBooks payment status.
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3
Slack - report the billing summary
slack.com
WebRun opens Slack to report the billing summary. - Post a summary of total billed, total collected, and total outstanding for the week
- List clients still outstanding with their balance and due date
- Flag the largest or oldest outstanding balance first
Done when Your finance team has this week's billing summary 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 send invoices or payment requests to clients?
No. WebRun only reads invoice and payment data already in PrismHR and QuickBooks. It never emails or charges a client, it just reports the numbers to your finance team.
How current are the numbers in the Slack summary?
They reflect live PrismHR invoice totals and QuickBooks payment status at the moment the Monday run happens, so the summary matches what is actually billed and collected that week.
What if a client's invoice was corrected after billing?
The next Monday run rereads PrismHR and QuickBooks from scratch, so any correction shows up in that week's totals automatically.
Related templates
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