Help CenterThe General > Notifications > Configuration section lets you manage which alerts and reminders you receive inside the platform.
Each notification can be turned on (orange checkbox) or off (empty checkbox). Notifications that are on by default will be sent to you automatically, no setup needed.
You can turn any notification on or off at any time. Just make your changes and click Save.
Available Notifications
Allocation Approver Reminder - On by default
You receive a reminder when you have allocations waiting for your approval.
Allocation State Changed - On by default
You are notified when the status of an allocation that concerns you is updated — for example, when it moves from Pending to Confirmed or when it is cancelled.
Allocations Created Through Resource Manager - Off by default
You are notified when someone assigns an allocation to you through the Resource Management module, for example when you are placed on a project or work item. This notification is off by default; turn it on if you want to be alerted each time a new allocation is created for you.
Announcement - On by default
You are notified when a general announcement is published on the application, either to the whole organization.
Appointment Created - Off by default
You are notified when a new appointment is created that involves you. This notification is off by default; it is recommended for users who manage or participate in scheduled appointments regularly.
Appointments Reminder - On by default
You receive reminders about upcoming appointments you have scheduled, helping to make sure no meetings or deadlines are missed.
Billing Auditor Reminder - On by default
You are notified when billing records require your review as a billing auditor, ensuring the audit process does not fall behind schedule.
Billing Financial Reminder - On by default
You are alerted about billing records that require your attention from a financial perspective, such as value validation or payment confirmation.
Billing State Changed - On by default
You are notified when the status of a billing record associated with you changes, helping you keep track of the billing and payment process.
Contract Ending Reminder - On by default
You are alerted when a contract associated with you is approaching its expiry date, giving you time to take the necessary action, such as renewal or renegotiation.
Invoice Auditor Reminder - On by default
You are notified when invoices are waiting for your review as an auditor, ensuring the audit process does not fall behind.
Invoice Financial Reminder - On by default
You are alerted about invoices that require your attention from a financial perspective, such as value validation or payment confirmation.
Invoice State Changed - On by default
You are notified whenever the status of an invoice associated with you changes — for example, from Draft to Submitted or from Submitted to Approved.
Note Created - Off by default
You are notified when a note is added to a record that involves you. This notification is off by default; turn it on if you want to be alerted whenever other users leave comments or additional information.
Price List Approver Reminder - Off by default
You receive a reminder when you have price lists pending your approval. This notification is off by default; it should be turned on by users with approval responsibilities in pricing.
Price List State Changed - Off by default
You are notified when the status of a price list changes. This notification is off by default; it is most relevant for users involved in pricing or procurement.
Project Reminder - On by default
You receive reminders related to projects you are assigned to, such as upcoming deadlines, key milestones.
Proposal Approver Reminder - On by default
You receive a reminder when you have proposals waiting for your approval, helping you review them within the expected timeframe.
Proposal State Changed - On by default
You are notified whenever the status of a proposal associated with you is updated — for example, when it moves to Pending Approval, Approved, or Rejected.
Sales Budget Approver Reminder - Off by default
You receive a reminder when you have sales budgets pending your approval. This notification is off by default; it is recommended for sales managers or commercial leads.
Sales Budget State Changed - Off by default
You are notified when the status of a sales budget changes. This notification is off by default; it is recommended for users involved in the sales or commercial process.
Sourcing Approver Reminder - Off by default
You receive a reminder when you have sourcing processes pending your approval. This notification is off by default; it should be turned on by users with sourcing approval responsibilities.
Sourcing State Changed - Off by default
You are notified when the status of a sourcing process you are associated with changes, allowing you to follow its progress. This notification is off by default.
Task Created - Off by default
You are notified when a new task is assigned to you. This notification is off by default; turn it on if you want an immediate alert each time a task is created for you.
Tasks Reminder - On by default
You receive reminders about tasks assigned to you, particularly when their due dates are approaching.
Ticket Comment Created - Off by default
You are notified when a new comment is added to a ticket you are part of. This notification is off by default; it is recommended for users who regularly follow up on tickets.
Ticket Updated - Off by default
You are notified when a ticket you are part of is updated — whether through a status change, reassignment, or any other relevant modification. This notification is off by default.
Timesheet Approver Reminder - On by default
You receive a reminder when users have submitted timesheets that are waiting for your approval, helping you keep the validation process on track.
Timesheet State Changed - On by default
You are notified when the status of one of your timesheets changes, for example, when it is approved or rejected by your manager.
Timesheets Missing Reminder - Off by default
You are alerted when you have timesheets that have not been filled in for past periods. This notification is off by default; it is useful for users who need reminders to keep their time-logging up to date.
Transaction Approver Reminder - On by default
You receive a reminder when you have financial transactions pending your approval, preventing records from getting stuck in the validation workflow.
Transaction Auditor Reminder - On by default
You are notified when financial transactions are pending your review as an auditor.
Transaction Financial Reminder - On by default
You are alerted about financial transactions that require your attention, such as validation or reconciliation.
Transaction State Changed - On by default
You are notified when the status of a financial transaction associated with you changes, allowing you to follow its progress through the approval workflow.
Travel Approver Reminder - On by default
You receive a reminder when you have travel requests waiting for your approval.
Travel State Changed - On by default
You are notified when the status of a travel request associated with you is updated, for example, approved, rejected, or cancelled.
- 23 notifications are on by default - you will be notified automatically for these events.
- 13 notifications are off by default - they exist in the application but must be turned on manually if needed:
- Allocations Created Through Resource Manager
- Appointment Created
- Note Created
- Price List Approver Reminder
- Price List State Changed
- Sales Budget Approver Reminder
- Sales Budget State Changed
- Sourcing Approver Reminder
- Sourcing State Changed
- Task Created
- Ticket Comment Created
- Ticket Updated
- Timesheets Missing Reminder
Related Articles
Global Setup Overview (General & System Configuration)
General Parameters - Settings