This article details the Alerts that can be set up in the Accounting module.

  • Mar 17, 2025
  • Article

Title
Accounting Alerts

Content

To activate or edit Account alerts, do the following:

  1. Select Accounting.
  2. Select the module that you would like to set up alerts for example "Accounts."
  3. Select the notification icon in the upper right corner of the screen.
  4. Select Subscribe to Alerts. 

Want to edit the Subject or body of an alert?

The subject and body of an alert can be edited and customized. Additional information can be added via the Merge Fields.

Account Alerts

Accounting - Budget 50% (All) Alert

This alert is to notify the user when the budget on all Accounts reaches 50 %. For example, if you have a budget for $1,000 and you had the budget 50% alert checked, the user would get an alert when $500 had been spent on that Account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select Alerts.
  4. Subscribe To Alerts
  5. Underneath Budget 50%, check the box next to "Alert me on ALL Accounts"

 

Accounting - Budget 50% (This) Alert

This alert is to notify the user when the budget on all Accounts reaches 50 %. For example, if you have a budget for $1,000 and you had the budget 50% alert checked, the user would get an alert when $500 had been spent on that Account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select an Account Record
  4. Select Alerts.
  5. Subscribe To Alerts
  6. Underneath Budget 50% check the box next to "Alert me on THIS Accounts"

 

Accounting - Budget 75% (All) Alert

This alert is to notify the user when the budget on any account reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 75%, check the box next to "Alert me on ALL Accounts"

 

Accounting - Budget 75% (This) Alert

This alert is to notify the user when the budget on any account reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select an Account record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 75%, check the box next to "Alert me on THIS Accounts"

 

Accounting - Budget 80% (All) Alert

This alert is to notify the user when the budget on any account reaches 80%. For example, if you have a budget for $1,000 and you had the budget 80% alert checked, the user would get an alert when $800 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 80%, check the box next to "Alert me on ALL Accounts"

 

Accounting - Budget 80% (This) Alert

This alert is to notify the user when the budget on any account reaches 80%. For example, if you have a budget for $1,000 and you had the budget 80% alert checked, the user would get an alert when $800 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select an Account Record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 80%, check the box next to "Alert me on THIS Accounts"

 

Accounting - Budget 100% (All) Alert

This alert is to notify the user when the budget on any account reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 100%, check the box next to "Alert me on ALL Accounts"

 

Accounting - Budget 100% (This) Alert

This alert is to notify the user when the budget on any account reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that account.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Accounts.
  3. Select an Account Record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 100%, check the box next to "Alert me on THIS Accounts"

 

Cost Center Alerts

Cost Centers - Budget 50% (All) Alert

This alert is to notify the user when the budget on all Cost Centers reaches 50 %. For example, if you have a budget for $1,000 and you had the budget 50% alert checked, the user would get an alert when $500 had been spent on a Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts
  5. Underneath Budget 50%, check the box next to "Alert me on ALL Cost Centers".

 

Cost Centers - Budget 50% (This) Alert

This alert is to notify the user when the budget on all Cost Centers reaches 50 %. For example, if you have a budget for $1,000 and you had the budget 50% alert checked, the user would get an alert when $500 had been spent on a Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select a Cost Center Record.
  4. Select Alerts.
  5. Subscribe To Alerts
  6. Underneath Budget 50%, check the box next to "Alert me on THIS Cost Center "

 

Cost Centers - Budget 75% (All) Alert

This alert is to notify the user when the budget on any Cost Center reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 75%, check the box next to "Alert me on ALL Cost Center "

 

Cost Centers - Budget 75% (This) Alert

This alert is to notify the user when the budget on any Cost Center reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select cost Center record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 75%, check the box next to "Alert me on THIS Cost Center "

 

Cost Centers - Budget 80% (All) Alert

This alert is to notify the user when the budget on any Cost Center reaches 80%. For example, if you have a budget for $1,000 and you had the budget 80% alert checked, the user would get an alert when $800 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 80%, check the box next to "Alert me on ALL Cost Center "

 

Cost Centers - Budget 80% (This) Alert

This alert is to notify the user when the budget on any Cost Center reaches 80%. For example, if you have a budget for $1,000 and you had the budget 80% alert checked, the user would get an alert when $800 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select a Cost Center  Record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 80%, check the box next to "Alert me on THIS Cost Center"

 

Cost Centers - Budget 100% (All) Alert

This alert is to notify the user when the budget on any Cost Center reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 100%, check the box next to "Alert me on ALL Cost Center"

 

Cost Centers - Budget 100% (This) Alert

This alert is to notify the user when the budget on any Cost Center reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that Cost Center.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select a Cost Center Record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 100%, check the box next to "Alert me on THIS Cost Center"

 

Cost Center - New Work Order (All) Alert

This alert is to notify the user when a Work Order is created with any Cost Center.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath New Work Order, click on "Alert Me on ALL Cost Centers"

 

Cost Center - New Work Order (This) Alert

This alert is to notify the user when a Work Order is created with a Cost Center.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select a Cost Center record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath New Work Order, click on "Alert Me on THIS Cost Centers"

 

Cost Center - New Work Request (All) Alert

This alert is to notify the user when a Work Request is created with any Cost Center.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath New Work Request, click on "Alert Me on ALL Cost Centers"

 

Cost Center - New Work Request (This) Alert

This alert is to notify the user when a Work Request is created with a Cost Center.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Cost Center.
  3. Select a Cost Center record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath New Work Request, click on "Alert Me on THIS Cost Centers"

 

Department Alerts

Department - Budget 50% (All) Alert

This alert is to notify the user when the budget of all Departments reaches 50 %. For example, if you have a budget for $1,000 and you had the budget 50% alert checked, the user would get an alert when $500 had been spent on all Departments.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Alerts.
  4. Subscribe To Alerts
  5. Underneath Budget 50%, check the box next to "Alert me on ALL Departments"

 

Department - Budget 75% (All) Alert

This alert is to notify the user when the budget on any Department reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that Department.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 75%, check the box next to "Alert me on ALL Department"

 

Department - Budget 75% (This) Alert

This alert is to notify the user when the budget on any Department reaches 75%. For example, if you have a budget for $1,000 and you had the budget 75% alert checked, the user would get an alert when $750 had been spent on that Department.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Department record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 75%, check the box next to "Alert me on THIS Department "

 

Department - Budget 80% (All) Alert

This alert is to notify the user when the budget on any Department reaches 80%. For example, if you have a budget for $1,000 and you had the budget 80% alert checked, the user would get an alert when $800 had been spent on that Department.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 80%, check the box next to "Alert me on ALL Departments"

 

 

Department - Budget 100% (All) Alert

This alert is to notify the user when the budget on any Department reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that Department.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath Budget 100%, check the box next to "Alert me on ALL Department"

 

Department - Budget 100% (This) Alert

This alert is to notify the user when the budget on any Department reaches 100%. For example, if you have a budget for $1,000 and you had the budget 100% alert checked, the user would get an alert when $1000 had been spent on that Department.

To turn on this alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select a Department Record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath Budget 100%, check the box next to "Alert me on THIS Department"

 

 

Department - New Work Order (This) Alert

This alert is to notify the user when a Work Order is created with a Department.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select a Department record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath New Work Order, click on "Alert Me on THIS Department"

 

Department - New Work Request (All) Alert

This alert is to notify the user when a Work Request is created with any Department.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select Alerts.
  4. Subscribe To Alerts.
  5. Underneath New Work Request, click on "Alert Me on ALL Departments"

 

Department - New Work Request (This) Alert

This alert is to notify the user when a Work Request is created with a Department.

To turn on the alert, do the following:
  1. Select Accounting.
  2. Select Department.
  3. Select a Department record.
  4. Select Alerts.
  5. Subscribe To Alerts.
  6. Underneath New Work Request, click on "Alert Me on THIS Department"
URL Name
Accounting-Alerts
Alerts