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Hello, Is there any way using standard functionality to have the system email a user when a G/L Account Balance exceeds a value ?.
Thanks
A
Hi, maybe you can try Power Automate.
Here is a very simple example:
https://yzhums.com/19698/
And MS Learn:
https://learn.microsoft.com/en-us/training/modules/use-power-automate/
Hope this can give you some hints.
Thanks.
ZHU
Hi,
Not available in standard system. For this do customization
Regards
Amit Sharma
www.erpconsultors.com
Press Yes if info is useful
No standard email notification system for an alert on GL Account exceeding a Balance. This will need to be customized
Alternatively, depending on the complexity, you could use Views on the Chart of Accounts page to achieve something similar.
Users will need to periodically check the view to ensure there are no GL breaching the limit
Regards,
Vishal Sharma
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