Notifications in processing of payments

General on notifications

In the process of handling outgoing payments (Betalningsförslag (AP50301S)), sending of payment requests to AutoPay sometimes fails. Additionally, if you are scheduling payments, there might be deviations within the schedules, preventing their execution.

To help you address these concerns promptly, you can utilise the notification system. This system sends automatic messages when payment requests fail or when there are discrepancies in scheduled payments. You can read these notifications in a pop-up window, accessible by clicking the bell icon located at the top right of the window.

  • Only users with the Payment processor role can receive notifications.

  • Select whether notifications are sent to the user via Notification center and/or by email. If none of these options is selected, notifications will not be sent.

  • Users will receive notifications based on their branch. If the user is restricted to one branch, the user will only get notifications from that branch.

  • Notifications are sent either daily at a specific time or weekly at a specific day and time.

Activate and define notification settings

Define the following details for notifications and their settings:

Detail Beskrivning
Activate notifications

Click the bell icon on the top right of the window to open the Notifications pop-up and there the cogwheel icon on the right to open the system-wide notification settings.

Activate notifications for Payments.
Activate defining of notification settings

You find the more specific settings for payment notifications in the upper right corner of the Betalningsförslag (AP50301S) window by clicking the Schedule payments drop-down.

In the drop-down, click Notification settings to open the pop-up window for defining the settings for notifications.

Select branch

This setting is global, which means that it works for all the different notifications described below. As default you will only get notifications related to the branch you are restricted to use.

Notify the status of the payment request (instantly)

 		The notifications will be sent instantly as they occur

You can get notifications either for only the requests that have failed or for all requests, failed and successful.
Notify when invoice deviates

The notifications will be merged and sent together in one message.

Criteria on triggering of notifications

Notifications will be triggered based on the following criteria:

Criterion Beskrivning

Criteria for deviation notifications

  • Notifications are triggered when there are deviation(s) in the Betalningsförslag (AP50301S) window. The number of deviations announced corresponds to all open documents, including pay-up- to dates in the future.

  • These notifications are sent only one time per day, meaning the Notification service collects all deviations up to the given time and packages them into one message/notification.

Criteria for status notifications

  • Notifications are triggered when sending of a payment request to AutoPay fails (the payment request gets the status Failed).

  • Notifications are sent instantly when the status Failed or Failed or Successfully sent to AutoPay occurs on the Payment status tab of the Betalningsförslag (AP50301S)window.