Due Date Reminder Notifications
Account Reconciliation sends email Due Date Reminder Notifications to preparers and reviewers in these conditions:
-
Responsibility for reconciliations changes to the preparer or reviewer.
-
A due date is missed.
-
A due date is approaching for reconciliations. (You must configure the number of days in advance of the due date. See the next procedure.)
Notifications pertaining to the conditions 1 and 2 require no additional configuration. Account Reconciliation determines when to send notifications based on information contained within the reconciliations.
To assign the number of days before a due date to send reminder notifications:
- In Account Reconciliation, select Manage, and then System Settings. In System Settings, select Configuration Settings, and then Due Date Reminder Notifications.
- In Number of days before due date to send reminder, make a selection.