This alert notifies you when your Invoice Created Workflow is missing a recommended filter for "Inv. days issued" with either the operator “is less than” or “is less than or equal to”.
A recommended value would be to input 2 or 3 days.
This is an Information Level alert, so it's safe to ignore if you're sure the filters are correct.
Why is this important?
Without this filter, your workflow might process outdated or irrelevant invoices, causing unexpected communications or actions, for example when importing historical data.
Adding this filter ensures your workflow processes only recently issued invoices, maintaining accuracy and efficiency.
Next Actions
Edit your workflow and go to the trigger node.
Add a filter for
Inv. days issued is less than
or Inv. days issued is less than or equal to set the value to the maximum number of days since invoice issue you want to include.
Save your workflow and review the included invoices to confirm the filter works as expected.