Finance notifications and reminders

Finance tells project managers and facility staff when something changes on a project, and sends a reminder email about late work. Two layers control this: each facility decides who can get a notification, and each person decides whether they want it.

Who can do this: Admin, Manager

Only Admins and Managers with access to the facility get Finance notifications, and never for something they did themselves. Tenants, Technicians and Viewers never get them.

What you’ll hear about

These are the settings a facility has until someone changes them. Selecting a notification in the bell opens the project.

Event	Project manager	Facility staff	Email too
Project manager assigned	Yes	No	Yes
Status changed	Yes	Yes	Yes
New project	Yes	Yes	No
New SOW version	Yes	No	No
Bid received	Yes	No	No
Proposal response	Yes	No	No
NTP / LA / SLA logged	Yes	No	No

Correspondence and file uploads don’t notify anyone. Invoices, payments and purchase orders don’t send notifications either, and service agreements only appear in the reminder email below. If one action does two things, such as logging a bid that also moves the status, you get one combined notification.

Reminder emails

Each project manager gets one email listing their projects that are past the target date, or that have gone too long without a status change. Each agreement owner gets their service agreements with Missing periods in that same email. Nothing is sent when there’s nothing to report.

Finished work isn’t counted as late, so Work Complete projects don’t show as past target. Closed and Cancelled projects are left out.

A project with no project manager, or an agreement with no Owner, doesn’t appear in anyone’s reminder. Those still show on the Finance Overview page.

Change the settings for a facility

In the sidebar, select Facilities.
Select the three-dot menu on the facility’s card, then Notifications.
Select the Finance tab.
Under Events, turn In-app, Email and Staff on or off for each event. Staff also sends the event to the facility staff you choose below.
Under Recipients, choose whether to notify the Project manager, and who counts as facility staff: All admins, All managers or specific staff members.
Turn Reminder emails on or off. While they’re on, choose How often: Daily, 9 AM or Weekly, Monday 9 AM.
While reminders are on, set Stalled after (days). The default is 30.
Select Save Settings.

The stalled setting also decides what counts as stalled on the Finance Overview page, even if reminder emails are off.

Change your own notifications

Go to Settings, then Notifications, and find the Finance group. It has Assigned to Me, Project Activity and Reminders. If you turn one off, you won’t get it, whatever the facility’s settings say. Turning one on doesn’t add you to events the facility has turned off. See Notification settings.