Set Up Alerts for AR Aging

AR Aging alerts notify specified employees when a project reaches certain accounts receivable-related criteria. For example, you can create an alert that notifies employees about invoices between 20 and 60 days old and over $2,000. This alert is triggered by the process server.

To set up AR Aging alerts:

1. In the Navigation pane, select Settings > Billing > Alerts.
2. In the Alert grid on the Billing Alerts settings form, click AR Aging.
3. On the AR Aging dialog box, click + Add Rule.
4. On the Add Rule dialog box, specify a unique alert name by which you and others can easily identify the rule and then click Add.
5. In the Alert Criteria section of the AR Aging dialog box, specify the projects to be included, the conditions under which the alert is triggered, how frequently to send the alerts, and, the currency in which the amounts are to be reported.
6. In the Show Alert To section, specify the employees to receive the alerts by selecting roles, such as project manager, or by selecting individual employees from the Selected Employees drop-down list.
7. In the Delivery Options section, select Email or Notification Center as the delivery mechanism for the alerts.
8. Click Save and Close.
9. In the Alert grid on the Billing Alerts form, select the check box under the Active column to enable the AR Aging alert.