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Accounting & Pricing Notifications

Users with the Accounting permission can subscribe to notifications for key accounting and pricing events.

Available Notifications

SettingYou Are Notified When...
A pricing sheet is lockedA pricing sheet is locked for editing
A budget item is ready for invoiceA budget line item is marked ready to invoice
A purchase order is addedA new purchase order is created

Enabling Accounting Notifications

  1. Go to Settings.
  2. Scroll to the Notifications section.
  3. Under Accounting & Pricing Notifications, check the events you want to be notified about.
  4. Click Save.

Accounting notifications

Notifications are delivered via in-app message, plus email or SMS depending on your delivery channel settings.

tip

These options are only visible if you have the Accounting permission. Contact your administrator if you need access.