Finance alerts reach the right people

What moves

Ledger and compliance changes are announced and delivered in the app and by e-mail to the roles named in each alert.

Before you start

• Notifications and Accounting in your plan (Notifications is in every plan)
• Both modules in your plan
• The alert is switched on for your company
• Someone holds the finance controller or accountant role

Step by step

1. Accounts payable clerkAccounting & E-Invoicing

   Submits a vendor bill.

   You see:Accounting announces it.

2. SystemNotification Centre

   Delivers the alert in the app to the finance controller and accountants.

   You see:Bill submitted for approval appears in their bell.

3. Finance controllerAccounting & E-Invoicing

   Reopens a closed period.

   You see:The accountant and the auditor are told by e-mail and in the app.

Related

• Accounting & E-Invoicing
• Notification Centre
• Finance reports read the ledger
• Learning centre till payments become tax invoices
• One register of customers and vendors
• A device certificate is renewed before it expires
• A device is connected by one person and used by another
• Connections between modules