“Which invoices are still unpaid?”
Unpaid balances, overdue amounts and the relevant invoice records.
VELQRA AI
Useful answers.
Reviewed actions.
Ask questions about your own records. Prepare supported changes in plain language, then check and approve the details before anything is saved.
Ask about the business
Start with a real question.
Supported record questions return information from the records your account is allowed to access. Amounts and summaries depend on the data entered.
“How much did we invoice this month?”
Issued invoice amounts for the supported period, excluding drafts and voids.
“What payments did we receive last month?”
Recorded invoice payment entries, grouped for the requested period.
“Which jobs are overdue?”
Active work and target dates from the permitted project records.
“How many staff do we have?”
Supported headcount and contact-breakdown queries.
“What needs renewing soon?”
Upcoming asset expiry and maintenance items from the available records.
The supported action list
Ask. Review. Approve.
Explore the supported actions below. Availability depends on the user’s permissions, enabled module and linked records.
Create project
Name *, Client / customer, Location, Recorded value, Start date, Target / end date, Scope / description
Review the proposed fields and approve before the app saves the record.
Add contact
Name *, Type, Company, Email, Phone, Address
Review the proposed fields and approve before the app saves the record.
Log maintenance
Asset *, Type, Date *, Work done *, Cost, Done by, Next due date
Review the proposed fields and approve before the app saves the record.
Add asset
Name *, Kind, Plate / serial / tag no., Location, Purchase date, Cost
Review the proposed fields and approve before the app saves the record.
Add inventory item
Name *, SKU (leave blank if your SKU format is set), Category, Unit, Selling price, Cost
Review the proposed fields and approve before the app saves the record.
Issue invoice
Draft invoice *, Invoice number *, Invoice date *
Issuing makes the invoice final: afterwards it can only be voided, never edited or deleted. The app’s normal tax and currency checks run before it is issued.
Set pay
Staff member *, Pay basis, Rate *
Changes this person’s pay rate from now on. Payroll runs already finalised are not changed.
Record payment received
Invoice *, Amount received *, Method, Reference, Date received *
This records money you have already received. It does not send or move money.
Add staff member
Full name *, Department, Employment, Phone, Email, Start date
Pay, work-permit and identity details are not set by VELQRA AI. Complete them in People before running payroll.
Prepare invoice draft
Bill to (contact) *, Line description *, Quantity, Unit price *, Invoice date, Due date
Saved as a DRAFT only. Tax, numbering and issuing are done by you in the invoice editor.
Create service agreement
For (contact) *, Title *, Start date *, End date, Billing, Amount
Review the proposed fields and approve before the app saves the record.
* Required fields. The usual record validation and permissions apply. A proposal may need more information before you can approve it.
Control stays
with your team.
The assistant runs locally and respects your account’s access to supported records.
Review and edit
Check the record, correct proposed fields and approve the operation yourself. Supported actions use the normal saving and validation paths.
Salary access is still restricted
An account without the required payroll access cannot use the assistant to retrieve or change protected salary records.
Recorded payments, not money transfers
Record payment received is bookkeeping for money already received. It does not charge a card, move money or pay a supplier.
Runtime and hardware
Review local runtime status. Compatible NVIDIA hardware can use the supported acceleration/add-on path. Response speed depends on the computer and the task.
Defined action boundaries
The assistant supports the listed record questions and actions. It does not make every screen or workflow autonomously operable.