Anchor

What your workflows can do

• Get deposit account balance
• Get transfer by reference
• Get transfer status
• List banks
• Resolve account name
• Transfer between Anchor accounts
• Transfer to a bank account (NIP)

What can start a workflow

• Transfers you send

Weekly balances email to the owner

Every week, email the owner the balance of the payments account you connected.

Alert when a transfer fails or is reversed

When a payment you sent fails or comes back, tell the owner and email the accountant at once.

Low balance alert

Check your payments account's balance regularly and tell the owner when it drops below a level you set.

Post failed and returned payments in Slack

When a payment you sent fails or comes back, or one you received is returned, say so in a Slack channel at once.

Check the money is there before payday

Every morning, compare the payrolls Payrolla will pay soon with the balance of the account that funds them, and warn the owner if it is short.

Run payroll from any payments account

On payday, check your staff list and balance, get the payroll approved, pay everyone once through whichever payments account you connected, and keep a record.

Linked trade: settle with approval

Settle a bill from a linked business on Taskiem from your own account, after one sign-off; their invoice is counted settled by itself.

Pay a supplier after approval

Enter a supplier invoice, get it approved, then pay it to the supplier's bank account and tell the owner the result.

Pay a list of people after approval

Pay everyone on a list (suppliers, refunds, prizes, commissions) once, after one approval, from whichever payments account you connected, and keep a record.

Pay your riders every week

Once a week, pay each of your riders their fees for the deliveries they made, less any cash they still owe you, after one approval.

Withdraw to my bank

Move money from your Taskiem wallet to your own bank account, after an approval, and tell the owner when the bank confirms.