Feature
If this happens,
Vinance handles it.
Build workflow rules in plain language, route approvals before money leaves, send alerts by email, SMS, or WhatsApp, and run tasks on a schedule, all against the same live ledger.
Rules in plain language
If this happens, do that. No scripting.
Automation in Vinance reads like a sentence: a trigger, some optional conditions, and one or more actions. When an invoice goes overdue, when a bill lands over a threshold, when stock drops below a reorder point, when a project crosses its budget: pick the event, add the conditions that matter, and choose what should happen. The rules run against the same ledger everything else uses, so they act on real state, not a copy.
- Triggers on invoices, bills, payments, stock, projects, and dates
- Conditions on amount, party, category, region, and more
- Actions: notify, assign, tag, hold, create a task, or post
- Turn a rule on or off without touching the rest
Rules read in plain language: a trigger, optional conditions, and one or more actions. No scripting needed to hold a big bill for sign-off.
Approvals
Money leaves the business on purpose.
Set the thresholds and the people, and Vinance routes anything that needs a second pair of eyes before it goes out. A bill over a limit, a payment run, a credit note, all can be held for sign-off. Approvers see exactly what they are approving and can decide in one tap, and every decision is logged with the person and the time, so an audit is a query, not an archaeology dig.
- Approval flows for bills, payment runs, and credit notes
- Thresholds by amount, category, or vendor
- Single or multi-step sign-off, with clear delegation
- A full audit trail: who approved what, and when
BILL 0338
Over the $5,000 threshold, so it waits for the finance lead. Approve or reject in one tap; the decision, the person, and the time are all logged.
Alerts & scheduled tasks
The right person hears about it in time.
An overdue invoice, a VAT deadline, a cash balance dipping below a floor: these should reach a human before they become a problem. Vinance sends alerts by email, SMS, or WhatsApp on the events and schedules you set, and can run tasks on a clock too, so recurring invoices generate, statements send, and reminders chase, without anyone remembering to press go.
- Alerts by email, SMS, and WhatsApp
- Event-based, like overdue invoices or low stock
- Scheduled, like a daily cash summary or a filing reminder
- Recurring invoices and statements sent on a timetable
Reminders, approvals, and scheduled tasks that used to be someone's mental checklist, now running quietly against the ledger.
Custom functions
When a rule needs logic a menu cannot express, drop in a small custom function to compute a value, shape a document, or call a webhook, still on the same ledger.
Scheduled runs
Send a Monday cash summary, generate month-end recurring invoices, or fire a filing reminder before a deadline, all on a clock you set.
Logged, every time
Every rule that fires and every approval decision is recorded with the who, the what, and the when, so nothing runs in the dark.
Frequently asked questions
Do I need to write code to automate something?
No. Rules read in plain language: a trigger, optional conditions, and actions. For logic a menu cannot express, you can add an optional small custom function.
Can Vinance require approval before a bill is paid?
Yes. Set thresholds and approvers, and bills, payment runs, or credit notes over the limit are held for sign-off, with the whole decision logged. See bills & purchases.
How do alerts reach people?
By email, SMS, or WhatsApp, on the events and schedules you choose, for example an overdue invoice, a low-stock item, or an upcoming tax deadline.
Can tasks run on a schedule?
Yes. Vinance can generate recurring invoices, send statements, and fire reminders on a timetable, so routine work happens without anyone remembering to start it.
Is there an audit trail for automated actions?
Yes. Every rule that fires and every approval decision is recorded with the person, the action, and the time, so reviewing what happened is straightforward.
Move your books off the spreadsheet.
Invoices to bank feeds, payroll to financial statements. One platform, priced by the company and not the seat, on web and desktop.
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