Workflows
Month end
A short list to run on the last day of the month.
1 min read · updated 6 Sept 2026
Nothing here is enforced by Orin. It is the list most businesses end up with anyway.
- Filter invoices by overdue and chase them.
- Check low stock and place the purchase orders.
- Look for orders still sitting in draft that should have gone out.
- Count anything expensive and record an adjustment where the count disagrees.
- Send your accountant the invoice list for the month.