Sentimail®

By integrating intelligent messaging via email and SMS (mobile text messages) with the wealth of financial data held within Exchequer, Sentimail® allows you to truly manage your entire business by exception. There's no longer any need to trawl through endless reports or rely on fallible human communication to warn of pending problems. You know what's coming and can quickly take preventative or remedial action.

Users of Sentimail® can set up 'sentinels', which look out for user-definable events or conditions anywhere in the accounting system.  Once triggered, the sentinel will alert a pre-defined list of contacts, either via email or SMS, with a customisable message.

Sentimail® uses dynamic push-pull technology, which means that users are alerted instantly when an event is triggered.  So, if a sentinel has been defined to check for the receipt of an order or payment from a certain customer, the moment it is entered into the system, Sentimail® will immediately alert the necessary contacts with the information required.

Business Alert Examples

• Warn credit control and account manager when an account is within any percentage of credit limit
• Escalate if a credit limit is exceeded
• Notify Account Manager and customer when an account is placed on hold
• Warn Data Entry Clerk that sales analysis codes are incomplete
• Inform Account Managers if an order or payment is received for their accounts
• Warn Sales Manager if goods are sold below a pre-defined margin
• Notify sales people when payment is received from their customer
• Notify customers directly when their account goes over credit, or is put on hold
• Notify customers when a works order is complete or goods are despatched
• Check for stock approaching minimum levels and warn buying department
• Notify Financial Director if bank balance is nearing overdraft limit, or reaching upper limit for transferring to deposit account
• Inform each department head of their actual versus budget figures automatically each month
• Warn managers automatically if unauthorised users enter a certain type or value of transaction
• Option to send paperless images of transactions causing the alert within emails
• Extend Report Writer capabilities to enable scheduling of reports automatically, and combining with the paperless module the reports can also be automatically emailed