---
title: "Controls And Automation"
area: finance
order: 7
lastUpdated: 2026-04-25
updatedBy: Codex
---

## Use This Doc For

- `/finance/settings`
- `/finance/settings/currency`
- `/finance/settings/dunning`
- `/finance/settings/tax`
- `/finance/configuration`
- `/finance/recurring`
- `/finance/recurring/[id]`
- `/finance/recurring/new`
- `/finance/payment-runs`

## Workflow

1. Set the policy or control that should govern repeatable behavior.
2. Verify who and what the automation will affect.
3. Review downstream outputs after activation rather than assuming configuration alone is enough.

## What To Watch

- recurring or dunning settings applied without ownership clarity
- tax or currency changes made without checking downstream impact
- automation masking bad upstream data instead of fixing it
