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Create an alert when a reconciliation is re-opened

edited Jun 28, 2023 2:33AM in Account Reconciliation


How to create a custom alert when a reconciliation is re-opened

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When a reconciliation is re-opened (usually due to a balance change), users do not receive a notification. So the users think the reconciliation is in good order and don't realize they have additional work to do unless they log into ARCS.

I will add that we do not leverage the out of the box alerts for when the status changes to open with preparer because it sends thousands of individual emails i.e. 1 email for every single reconciliation

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