Money automation · Runs every week
Find bills that need paying soon.
Overdue bills and bills due this week, with payment status. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Find bills that need paying soon — Sep 14
Automation run • Sep 14
Find bills that need paying soon
Output
Harbor & Pine has $3,000 in bills needing attention, including $1,240 overdue. Payment is recorded as scheduled for $860, leaving $2,140 without a recorded schedule.
Reviewed Xero records as of September 14, 2026. The upcoming window includes today through September 21.
| Due date | Bill | Supplier | Amount | Payment scheduled |
|---|---|---|---|---|
| Sep 10 | MT-201 | Mossbank Textiles | $1,240 | No |
| Sep 15 | CB-201 | Covebend Ceramics | $860 | Sep 15 |
| Sep 18 | FP-201 | Fernwick Packing | $540 | No |
| Sep 21 | MT-202 | Mossbank Textiles | $360 | No |
Mossbank Textiles was paid late twice in the preceding 90 days, by three and five days. No late payments were found for the other listed suppliers in that period. Earlier history was not checked.
No late fees are recorded on these bills. Supplier terms were unavailable, so additional fees remain uncertain.
Prioritize MT-201, then arrange payment for FP-201 and MT-202. Scheduled does not mean paid. No payments were created or changed.
Automation steps. The agent follows these 3 steps each time it runs, using your connected accounting.
- 1
Find bills in my accounting system that are overdue or due in the next 7 days.
- 2
List them by due date with the supplier, amount, and whether payment is scheduled.
- 3
Note any late fees or suppliers we have paid late before.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Show bills due in the next 14 days.
- Separate scheduled payments from bills needing action.
- Check the past year for late supplier payments.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your accounting without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your accounting. Connect Xero, Business Central, or QuickBooks to Fieldwork. The automation uses whichever you connect.
More automations for money.
Questions about this automation.
- How do I set this up?
- Connect Xero as your accounting system, then run it in chat or activate weekly reports. Weekly runs occur every seven days from activation.
- Can it pay bills or contact suppliers?
- This report reads accounting records without changing bills or scheduling payments. It does not send messages or create mailbox drafts.
- Can I change what it checks?
- Ask in chat for a different due-date window or payment-history period. Ask to schedule that adjusted version for future reports.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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