Zap Data Hub includes a range of pre-packaged alert templates designed to help firms automate internal notifications or provide proactive insights to clients. Alerts can be scheduled, customised and emailed based on trigger conditions such as cash flow position or gross margin percentage.
đ¤Tip: A downloadable PDF version of this article is also available â see Zap Data Hub Introducing Alert Template.
Available alert types
Zap Data Hub includes several Accountant Solution Alerts. Below are two common examples.
Negative Cash Flow Alert
This alert notifies you when Accounts Payable (AP) exceeds Accounts Receivable (AR), indicating negative cash flow. The report subtracts AP from AR and triggers the alert if the result is negative.
Gross Margin % Alert
This alert notifies you when a client's Gross Margin % falls below a threshold you define. The report includes both the Gross Margin value and percentage.
Set up an alert
Open Zap Data Hub in Designer view to access folders, alert templates and configuration options.
If you want to customise an alert, copy the folder containing the alert and paste it into your Personal folder. This ensures the original alert remains unchanged.
Select the alert folder, for example, Job Budget Alert, then click Daily Schedule Event.
Set the time and frequency for alert emails, then click Save.
In the alert folder, click email.
Specify the From address and recipients, customise any email content fields as needed, then click Save.
Click Budget % of Total Event (or the relevant trigger event for your alert type).
Enter the threshold or percentage value, then click Save.
Import an alert
Alerts are pre-installed in Zap Data Hub and usually do not need to be imported. Follow the steps below only if an import is required.
Open Designer view.
In Resource Explorer, select the folder where you want to import the alert.
From the Folder menu, click Import, then select the alert file, for example, Job Budget.zap, and click Open.
Complete the connection mapping:
For HandiSoft alerts, map the connections using the required data source.
For Accountant Solution Alerts, such as Gross Margin % or Negative Cash Flow, map the connections according to the Accountant Solution setup.
Click Next. If no members are missing, click Next again.
When all resources validate, click Close.