Set Up Alerts - Assign Tab

Access this form with Administrative user rights using Organization>Set Up Alerts.

Use this tab to assign the users who will receive the alert notification.

Assigning users to be alerted:

• Consider the CFO when your budget goes over a certain percentage of the budgeted amount spent, see How Do I Create an Alert - Budget Tolerance?
• Consider an AP Clerk, when the cash balance falls to or below $10,000, see How Do I Create an Alert - Cash Balance Threshold?
• Consider the AP Supervisor, when someone in your organization cuts a check to a linked system user, see How Do I Create an Alert - Check Issued to Linked Users?
• Consider the AP Supervisor, when a check is printed without a valid Vendor ID on the Write Checks activity form, see How Do I Create an Alert - Check Issued without Vendor ID?
• Consider the Payroll Supervisor, when someone in your organization changes the pay rate for any employee, see How Do I Create an Alert - Employee Pay Rate Change?
• Consider the CFO when someone in your organization prints a system generated check or voucher but does not record it, see How Do I Create an Alert - Printed Check/Voucher Not Recorded?
• Consider the CFO when someone in your organization deletes a system generated check, voucher, or a session, see How Do I Create an Alert - System Check/Voucher Deleted?
• Consider the System Administrator, when someone is attempting to incorrectly log on to your organization, see How Do I Create an Alert - Three Failed Log On Attempts?
• Consider an AP Clerk, when someone in your organization initiates or changes a Hold Payment on a vendor, see How Do I Create an Alert - Vendor Hold Payment Changed?
• Consider the AP Supervisor, when someone in your organization changes the name on a vendor ID, see How Do I Create an Alert - Vendor Name Change?
• Consider the AP Supervisor, when someone in your organization initiates a payment to a vendor with an amount over $500, see How Do I Create an Alert - Vendor Payment Threshold?

 

ID: In the Available Items column, select the name of the user who the alert will be assigned, and then click the Mover ( > ) to move the item to the Selected Items column.

• Available Items: The Available Items list displays your available IDs. Assign a name to your alert by clicking the name in the Available Items box twice to move it to the Selected Items box. You may also use the Mover buttons (>, >>) to move one or more highlighted names to the Selected Items box. You may also re-size the columns by clicking the line between the headings and moving it until the columns are the size you would like.
• Selected Items: Remove an ID from the Selected Items box by clicking the name twice to move it to the Available Items box. You may also use the Mover buttons (<<, <) to move one or more highlighted names to the Available Items box.