2.4. Automated notifications for budget threshold breaches
The system will send notifications via email-SMS to the owner when Expense in the project exceeds the budget threshold.
The warning will be sent automatically after running the cron job
- SMS: send notification to owner’s phone number. The owner’s phone number is declared at Setup -> Staff -> Profile
- Email: send notification to owner’s email/ The owner’s email is declared at Setup -> Staff -> Profile
2.4.1. SMS configuration
Go to Setup menu -> select Settings menu -> select SMS -> select Africastalking -> fill in the information and save
2.4.2. Email template
- Step 1. Go to Setup menu -> select Email Templates menu
- Step 2. Find Projects and select Notification for Budget Threshold Breaches (Send to Owner)
- Step 3. Select the appropriate language and enter information into the email template and save
2.4.3. Send notification
- Step 1. Configure SMS and email templates
- Step 2. Assign project/subproject to an employee as owner
- Step 3. Owner needs to have enough email information and phone number
- Step 4. Create expenses for the project. If Actual > Budget Threshold, the system sends a warning to the owner
NOTE: The warning will be sent automatically after running the cron job
