LedgerOS · Automation & Controls

Automation Rule Builder

No-code triggers, conditions, actions, approvals and audit — everything Rose and Christin need to codify how CCA handles money.

LedgerOS UI Design Lab · Demonstration Data — no automations are executing and no records are modified.
RuleCategoryOwnerRunsStatus
Rule R-001
Auto-allocate pass-through fees on payment
Active
Trigger
Client payment received
Conditions
  • • Invoice has pass-through line
  • • Payment fully applied
Action
Move pass-through amount to Restricted Obligations bucket
Approval requirement
None (system runs)
Owner
System
Effective date
2026-01-01
Last execution
2 min ago
Success
1284
Failures
3
Audit entries
1287