Automated Email Alerts

BlackLine products include a fully configurable automated Alert Service. Alerts may be sent to any selected group of users based on changes in system information. For example, a preparer may receive an email alert three days before the deadline stating that there are 15 incomplete reconciliations that need to be completed.

An important alert is one that notifies the preparer if the GL Balance has changed after a reconciliation has been certified. If account balances change in certified reconciliations, an email notifies the preparer that the account balance changed and that the reconciliation was decertified. The system automatically updates the GL Balance within BlackLine. This single process prevents a common situation where balances stored in Excel are not the same as balances stored in the GL and often the focus of many auditor hours.

This proactive alert also allows preparers to begin the reconciliation process immediately after the period closes and without having to wait for all journal entries to post.

If new accounts are created in the General Ledger, these accounts will be automatically imported into BlackLine. If these accounts are not able to be automatically assigned to individuals for preparation and approval, then an email alert will be sent to the system administrator.

Escalating alerts can be sent up the management chain notifying managers that deadlines have been missed. Preparers and Approvers will become immediately responsive when they realize that the controller is copied on their Delinquent Alerts.

Standard email of any type is supported. Email alerts will make all users aware of issues that need attention – even without logging in to BlackLine