Alerts

The Alarms feature allows administrators to set up automated notifications to proactively manage invoices and ensure timely actions. The system offers three distinct alarm categories:

Alarms Overall Navigation Screen

Approaching Net Terms Discount Rate

This alarm alerts users when an invoice is nearing its net terms discount deadline.

• Roles to Alert: Specify which user roles should receive these notifications.

• Discount Amount From/To: Define a range for the discount amount to further filter which invoices trigger this alarm.

• Warning Days: Choose when to send the alert, with options for 3 days, 2 days, 1 day before the discount deadline, or at the limit (the day of the deadline).

Approaching Due Date

This alarm notifies users when an invoice's due date is approaching.

• Roles to Alert: Select the relevant user roles to be notified.

• Warning Days: Configure the timing of the alert, with options for 3 days, 2 days, 1 day before the due date, or at the limit (the day of the due date).

Requires Possible Attention

This alarm highlights invoices that might require special attention or action, based on specific criteria or flags set within the system.

• Roles to Alert: Determine which user roles should be notified.

• Warning Days: Set the frequency of the alert, with options for 3 days, 2 days, 1 day, or at the limit.

By configuring these alarms strategically, administrators can enhance invoice management efficiency, reduce late payments, and capitalize on early payment discounts.