Email to you
Vendor concentration
On a bill export, one vendor at 40% or more of the dollars is emailed to you when at least two vendors are listed. Vendors are not emailed. A sheet with an invoice number is treated as a customer invoice.
What it reads
Emails you when one vendor is 40% or more of bill dollars and at least two vendors are on the sheet. A customer invoice sheet is skipped.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.