Workflow gallery Real office work,
Real office work,
done start to finish.
Step-by-step guides to the workflows teams run every day in property management, construction and manufacturing — with the systems involved, the rules that matter, and a full recording of each one.
every recording here is an AI agent doing the work.
Property Management
- RealPage How to Allocate Payroll to Properties in RealPage Step-by-step payroll allocation in RealPage: pick up ADP payroll files, allocate by units or direct time, map to GL, validate the import, approve and post.
- AppFolio Property Manager How to Do a Bank Reconciliation in AppFolio Property Manager Reconcile a bank statement in AppFolio: find the account, enter the ending balance, clear matching deposits and checks, handle deposits in transit, and report.
- RealPage How to Do a Daily Bank Reconciliation in RealPage Accounting Daily bank reconciliation in RealPage Accounting: pull the US Bank BAI2 file, map accounts, import, auto-match, book bank fees, finalize at $0.00 and report.
- RealPage Vendor Credentialing How to Monitor Vendor Certificates of Insurance in RealPage Weekly vendor COI monitoring in RealPage Vendor Credentialing: run the COI status report, verify new certificates, flag payment holds in Excel and archive the audit.
- RealPage How to Prepare Employee Rent Concession Journals in RealPage How to prepare employee rent concession journal entries in RealPage: run the GL report, pull PR transaction detail by code, enter balanced lines, flag gaps.
- Nexus Payables How to Process Utility Invoices in Nexus Payables Process a utility bill by hand: pull it from the City of Detroit water portal, check for an existing payable, index the image, code GL and submit for approval.
Construction
- Trimble Viewpoint Spectrum How to Enter and Code AP Invoices with Document Imaging in Spectrum Enter vendor invoices in Trimble Spectrum: build a Document Imaging AP batch, code GL, job and cost code, link each page, and report duplicates.
- Acumatica Construction Edition How to Manage Submittals and Release Material in Acumatica Manage submittals in Acumatica: find pending packages, review the technical package, submit to the architect, track review and hand off to purchasing.
- Acumatica Construction Edition How to Match a Vendor Invoice to a PO in Acumatica Match vendor invoices to POs in Acumatica: check PO status and lines, attach the invoice, release a receipt, enter the AP bill and report exceptions.
- AccuBuild How to Prepare a Certified Payroll Report (WH-347) in AccuBuild Weekly certified payroll in AccuBuild: load approved timecards, check prevailing wage rates, trial-compute, build WH-347 and state XML, audit, sign, file.
- Sage Intacct Construction How to Prequalify a Subcontractor in Sage Intacct Construction Prequalify a subcontractor in Sage Intacct Construction: score EMR, insurance and bonding in Excel, then set compliance definitions, records and AP holds.
- Trimble Viewpoint Spectrum How to Put a Subcontractor on Payment Hold in Trimble Spectrum Hold subcontractor payment for an open punch item in Trimble Spectrum: check retention, add a MISC_HOLD item, attach evidence, notify, then release.
- Sage 300 CRE How to Reconcile Job Cost to the General Ledger in Sage 300 CRE Month-end job cost reconciliation in Sage 300 CRE: AP and payroll cutoff, JC vs GL variance model, commitment audit, reclass, GL interface and close.
- Acumatica Construction Edition How to Review and Approve a Subcontractor Pay App in Acumatica Review a subcontractor AIA G702/G703 pay application in Acumatica: check the project, retainage and commitment, audit the AP bill and approve it.
- Sage 300 CRE How to Set Up a Bid Job and Bond Request in Sage 300 CRE Set up a bid job in Sage 300 CRE Project Management with contract value, dates, owner and surety details, verify it, then start the Excel bid bond request form.
- COINS ERP+ How to Track Certificate of Occupancy Closeout in COINS ERP+ Track CO closeout in COINS ERP+: build the inspection task list, log a Fire Marshal punch issue, close it, sign off authority tasks and file the certificate.
Manufacturing
- Epicor Prophet 21 How to Audit Carrier Freight Invoices in Epicor Prophet 21 Audit carrier freight bills in Epicor Prophet 21: match each line to a shipment and BOL, re-rate it, short-pay and claim overcharges, then post and pay clean.
- Oracle NetSuite How to Do a Bank Reconciliation in Oracle NetSuite Reconcile a bank account in NetSuite: import a camt.053 statement, run Match Bank Data rules, post fee and FX journals, and close the statement at zero variance.
- Epicor Prophet 21 How to Do an AP Three-Way Match in Epicor Prophet 21 How to three-way match vendor invoices in Epicor Prophet 21: find PO receivers, hold up to 10 days, compare lines, enter vouchers via Convert PO to Voucher.
- Epicor Kinetic How to Do CAPA Root-Cause Analysis in Epicor Kinetic Run a CAPA in Epicor Kinetic: link NCRs and DMRs, Pareto the defects, agree the root cause, hold stock, track actions and verify effectiveness before closing.
- Epicor Prophet 21 How to Do Daily Cash Application in Epicor Prophet 21 Step-by-step daily cash application in Epicor Prophet 21: pull ACH and lockbox reports, match remittances to open invoices, post receipts, tie the deposit.
- Epicor Kinetic How to Enter a Sales Order from a Customer PO in Epicor Kinetic How to enter a sales order from a customer PO in Epicor Kinetic: part cross-reference, duplicate check, restricted-part approval and acknowledgement.
- Infor CloudSuite Distribution (SX.e) How to Enter AutoEntry Bills as AP Invoices in Infor SX.e Process AutoEntry bills into Infor CloudSuite Distribution: validate vendor and PO receipt, route by approval matrix, enter, post and file it in IDM.
- Infor CloudSuite Distribution (SX.e) How to Prepare 1099s in Infor CloudSuite Distribution (SX.e) Year-end 1099 prep in Infor CloudSuite Distribution (SX.e): check W-9s and TINs, review reportable payments, correct mixed invoices, scrub the extract and file.
- Epicor Kinetic How to Prepare a Cost-Based Quote in Epicor Kinetic Turn an RFQ into a priced quote in Epicor Kinetic: seed the method from the closest revision, check supplier prices, roll up cost, compare to last job, approve.
- Epicor Prophet 21 How to Prepare Export Documents in Epicor Prophet 21 Prepare export documents in Epicor Prophet 21: screen the consignee, classify Schedule B lines, file AES for an ITN, and send invoice, packing list and COO.
- Epicor Kinetic How to Release Job Packets in Epicor Kinetic How to release job packets in Epicor Kinetic: Fulfillment Workbench BAQ, lot/bin allocation, Material Queue report, Job Status Maintenance and job travelers.
- Epicor Prophet 21 How to Run a Lot Trace and Recall in Epicor Prophet 21 Trace a recalled lot in Epicor Prophet 21: freeze stock, trace back to the supplier receipt and CoC, forward to every customer, then build the recall pack.
- Epicor Kinetic How to Run Cycle Counts and Approve Variances in Epicor Kinetic Run a daily cycle count in Epicor Kinetic: pick parts by ABC class and risk, issue blind tags, auto-post in-tolerance counts, recount the rest, and get approval.
- Infor CloudSuite Distribution (SX.e) How to Run Cycle Counts and Approve Variances in Infor SX.e Run a daily cycle count in Infor CloudSuite Distribution (SX.e): select parts by ABC class and risk, count blind, post in-tolerance counts and recount the rest.
- Oracle NetSuite Manufacturing How to Run the Monthly S&OP Cycle in Oracle NetSuite Run monthly S&OP in NetSuite: build the demand baseline, run the supply plan, find capacity gaps, get executive approval, lock the plan and re-plan on slips.
- Epicor Kinetic How to Schedule Gauge Calibration in Epicor Kinetic Schedule gauge calibration in Epicor Kinetic: 14-day alerts, recall notices, vendor POs, As-Found capture, out-of-tolerance lot trace and return to service.
- Infor CloudSuite Distribution (SX.e) How to Send Past Due Invoice Emails in Infor SX.e Send past due notices from Infor CloudSuite Distribution (SX.e): work AR Central aging, check payments and proof of delivery, email via IDM and log the note.