Prerequisite: You must have access to the Cash forecasting module and have registered at least one bank account to use it.
The Settings > Personal settings > Notifications menu allows you to set up e-mail notifications and alerts for:
- Your cash balances.
- Your transactions to reconcile or to flag as realized.
Cash balances section
You can choose to receive an alert by e-mail to inform you if the cash balance of a bank account is lower than the minimum threshold or higher than the maximum threshold you set up. To do this:
- Check the box in the E-mail column for the bank accounts for which you want to receive notification.
- For each bank account:
- Enter the lowest amount that the cash balance can reach.
- Enter the highest amount that the cash balance can reach.
- Enter the number of days you want to monitor the balance.
- Select the type of balance: Booking or Value.
Note: If value dates are disabled for cash balances, Iziago automatically considers the booking date.
- Click on Save.
Transactions to flag/reconcile section
You can choose to receive an alert by e-mail to inform you of the number of transactions to reconcile or to flag as realized. To do this:
- Check the box in the E-mail column for the bank accounts for which you want to receive notification if at least one transaction has to be reconciled or flagged as realized.
- Click on Save.
