Helpful Hints Newsletter

May 3, 2017

Sign up for Alerts in Beacon Finance

Keeping tabs on your accounts can be a challenge. Beacon Finance makes it easy to stay on top of important activity in your view.  You can sign up to receive email notifications when certain activity occurs in one of your Beacon Finance views.  

To get started, click on the Alerts Tab in Beacon Finance.


Click on "Manage My Alert Subscriptions".


Click "Add New Alert Subscription".



This will take you to the Alerts Subscription Editor page. From here, you can add new alert subscriptions.


The following alerts are available in Beacon Finance:
  • Obligations over Allocation Threshold
  • Budget Changes Alert
  • Allocation Changes Alert
  • Transaction Alert by Document Number
  • Pending Approved Orders
  • CAN Change Alert