A daily alert email helps you keep track of a summary of deposits and payments that move through your bank accounts. You no longer need to access internet banking to check that funds have been received.
The reporting manager will receive an email alert. The screenshot below shows where to specify the reporting manager.
Emails are not being received?
Please ensure that your email settings have an authentication method and a password entered.
Navigate to Application Settings > Email Settings in the software:
- If an account doesn't have a debit or credit movement then it will not be contained in the balance alert
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