Email Notifications for Actuals Reminders

Email notifications provide an automated way to remind team members when budget actuals need to be updated. On the 28th of each month, line item owners receive email reminders listing all items that need actual spend amounts updated for the current month.

Overview

Email notifications offer a reliable, organization-wide solution for actuals tracking reminders. Admins can enable email notifications for the entire organization with a single toggle, providing centralized control over notifications. Emails are sent directly to users’ account email addresses, ensuring guaranteed delivery without requiring users to connect external accounts.

How It Works

For Admins

Email notifications are controlled at the organization level through Settings.

Enabling Email Notifications

1. Navigate to Settings → Notifications
2. Toggle “Email Notifications” on
3. Notifications are now enabled for all users in your organization

Once enabled, all line item owners with missing actuals will automatically receive email reminders on the 28th of each month.

Disabling Email Notifications

1. Navigate to Settings → Notifications
2. Toggle “Email Notifications” off
3. Email reminders will stop for all users

For Users

What You’ll Receive

When email notifications are enabled and you own line items with missing actuals, you’ll receive a monthly email containing:

• Line Items Grouped by Category: Organized view of all items needing updates
• Planned Amount: Reference to your budgeted spend

Email Delivery Schedule

• Frequency: Monthly
• Day: 28th of each month
• Time: 4:00 PM UTC
• Scope: Current month’s actuals only

Who Gets Emails

You’ll receive an email notification if:

• You are assigned as the owner of one or more line items
• Those line items have missing or zero actuals for the current month
• The line items belong to an active budget
• Your organization admin has enabled email notifications
• Your account has a valid email address

Troubleshooting

Emails Not Being Received

If you’re not receiving expected email notifications:

1. Check Organization Settings

   • Verify that your admin has enabled email notifications
   • Ask your admin to check Settings → Notifications 

2. Verify Your Email Address

   • Go to your Profile Settings
   • Confirm your email address is correct and up to date

3. Check Spam/Junk Folders

   • Look for emails from notifications@etropo.com
   • Add this address to your safe sender list

4. Verify Eligibility

   • Confirm you own line items with missing actuals
   • Check that the line items belong to an active budget
   • Ensure it’s the 28th of the month (or admin triggered a test)

5. Contact Support

   • If issues persist after checking above items
   • Email: help@etropo.com

Want to Unsubscribe

Individual users cannot unsubscribe from email notifications directly. Email notifications are controlled at the organization level:

• To stop receiving emails: Ask your organization admin to disable email notifications in Settings
• Alternative: Admin can remove you as a line item owner if you shouldn’t receive notifications for those items

Email Delivery Issues

Delayed Emails:

• Normal delivery completes within 60 seconds
• Check your email provider’s delivery logs for external delays

Incorrect Line Items:

• Verify line item ownership is correctly assigned in the budget
• Check that actuals are actually missing (0 counts as entered)

Missing Some Line Items:

• Email only includes current month actuals
• Past month items won’t appear in notifications
• Inactive budgets are excluded