Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
npx skills add wellapp-ai/skills --skill unposted-and-blocked
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
What has not reached the ledger this month?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Pin the monthSkill useddefine-period
- Probe the uncategorized pile before drawing it
- Draw the uncategorized pile, only when the probe found it open
- Probe the unposted pile before drawing it
- Draw the unposted pile, only when the probe found it open
- Keep the two counts apart
- State no amount
- If any required step errors or returns unusable data
- You get
What in the month has not reached the ledger, and which pile each item sits in: waiting on a document, waiting on a category, or stopped with a reason.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money: the unpaid and overdue customer invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
Frequently asked questions
Does it tell me why each row is stuck?
No. It tells you which pile a row sits in, which is the fix it needs: a category, or a ledger account. It gives no per-row reason beyond that, and it does not invent one.
Why two counts instead of one?
Because they are two different problems. The unposted list holds only rows that already carry a category or a ledger role, so a row nobody has categorized yet appears in the uncategorized pile instead. Adding the two would merge a naming decision with a posting decision.
How much money is sitting outside the books?
The skill does not say. Both reads cap their page, no aggregate groups the unposted rows, and adding up a capped page gives a floor dressed as a total. It reports how many rows are waiting, not what they are worth.
Does it cover payroll?
Not as a pile of its own. It reads transactions, so a payslip that never reached Well is not a blocked row here, it is simply absent. Ask for the payroll read for what the payslips themselves say.
Can I trust a count of zero?
Only when the read succeeded and the page did not fill. A page that filled means more rows exist and the count is a floor. A read that failed means the pile is unknown, and the answer says so rather than reporting it clear.
Does it categorize or post anything?
No. Every tool it calls is a read. The cards carry the pickers, so a row is cleared on the card by the person looking at it, not by this skill.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.