Sending Notifications

Notifications are sent to preparers and reviewers as a batch the day after the event that triggers the notification.

For example, on July 8, five reconciliation for which John is the preparer reach their start date, and their status changes to Open with Preparer. On July 9, John is sent a notification email that lists the five accounts.

Notifications are sent in these circumstances:

• Status Change Notifications—A notification that the reconciliation is ready to be worked on is sent to the preparer when reconciliation status changes from Pending to Open with Preparer and to reviewers when the status changes to Open with Reviewer.

• Due Date Reminders—A reminder notice is sent to preparers a specified number of days before the due date of the reconciliation, and to reviewers a specified number of days before the due date of the review. The number of days before the due date to send notifications is specified during system settings.

• Delinquency Notifications—A delinquency notification, for Open and Closed Periods, is sent to preparers the day after the due date of the reconciliation, and to reviewers the day after the due date of the review.

  Note:

  A delinquency notification is not sent for Locked Periods.