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Manage budget reminder notifications

Update which user groups and individual users receive budget upload reminders for the next financial year.

Written by Rubin Muresan

Budget upload reminders are sent to specific user groups or individual users to notify them in advance to upload the budget for the next financial year. Keeping the recipient list up to date ensures the correct users are notified when budget uploads are required.

To update who receives budget reminders, follow the steps below:

  1. From the Finance area, click Budget Control Settings.

  2. Unlock the green padlock icon.

  3. Select the user group and any individual users who should receive the reminders.

  4. Click Save.

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