Managing Accounts Receivable Notifications

You can enable notifications that are sent when accounts receivable transactions are posted. You can also set priorities and select recipients for the notifications.

Notifications are received as emails or as notifications in Dashboard, depending on the recipient's preference. When possible, multiple notifications to the same recipient are bundled into a single notification.

To manage accounts receivable notifications, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Select Practice > Notification Setup > Accounts Receivable on the navigation panel.

3. Do any of the following as needed:

   • Enable or disable a notification. Select the check box for the Transaction posted notification to activate the notification. Clear the check box to disable the notification.
   • Add or change a recipient. Select the notification, and then click Add Recipient. In the Select By column, select a recipient list. Then, select an option from the Recipient list.

   Explain the grid columns

   Component	Description
   Enabled	Select the box to send notifications for the condition. Clear the box if you do not want to send notifications for that condition.
   Name	The name of the condition. The name is used as the subject in notifications or emails.
   Message	The body of the notification or email sent to the recipient.
   Priority	Select the priority for the notification or email.
   Select By	Select the list of recipients to view in the Recipients column.
   Recipient	Select a recipient from the list. The available options are based on what you select in the Select By column.

4. Click OK.