Due Date Reminder Notifications

Account Reconciliation sends email Due Date Reminder Notifications to preparers and reviewers in these conditions:

  1. Responsibility for reconciliations changes to the preparer or reviewer.

  2. A due date is missed.

  3. 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:

  1. In Account Reconciliation, select Manage, and then System Settings. In System Settings, select Configuration Settings, and then Due Date Reminder Notifications.
  2. In Number of days before due date to send reminder, make a selection.