Finance Alerts
Budget lines spent and committed past their plan to date by more than the threshold, and cash projected below the floor -- raised once a day each, and sent to the controller.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: Finance Automation
- Screen: Finance Alerts
Address in the console: /accounting/finance-alerts
Read-only list · 8 columns · 1 action
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Raised | Date | raised_on |
| Kind | Status | kind |
| Alert | Text | title |
| Cost center | Code | cost_center_code |
| Account | Code | account_no |
| Measured | Number | measured |
| Threshold | Number | threshold |
| Detail | Text | detail |
What you can do here
Check now primary
Asks for confirmation: Check budget variance and projected cash against the thresholds now?
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.