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Transaction Notification Emails

Jennifer Sneider Updated by Jennifer Sneider

Studio Admins, Series/Feature Owners, and Department Users with permission to upload ledgers can access this feature.

Sending Emails to Users with Unreconciled Transactions

The option to send notification emails only exists when there are unreconciled Transactions, the number of which you can see on the top navigation bar. Use this button to alert your Department Users of their unreconciled Transactions and to notify the Series/Feature Owner.

  1. While logged into your Series/Feature, click Transactions on the top navigation bar.
  2. Click the Send Notification button in the upper right corner.
  3. In the pop-up, select the Department(s) you wish to notify. 
    1. Select the checkbox to the left of the department search bar to choose all departments.
    2. Select the checkbox below the department dropdown to send the Feature Owner(s) a notification.
  4. Click Confirm to finish.

Email Users Receive

Users receive an email similar to:

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