Account Notification
The section outlines how to configure account notification settings within Aria, allowing users to choose properties like email delivery, PDF generation, and master file inclusion for statements, accessible via Accounts > Account Overview > Notification Method.
- Account Contacts Overview
- This article explains the contact types associated with an Aria account, including account, billing, destination, and statement contacts. It also describes how to view and edit contact details from the Account Overview screen.
- Account Notification Overview
- This article explains how to set up notification properties for an Aria account. It covers the available output options, including email, PDF, and master file delivery.
- Account Taxable Addresses To Use
- This setting lets you choose the order Aria checks account, billing, and statement contacts to find a valid tax address. If a contact lacks address information, the system moves to the next one in your chosen order.
- Create Account Notifications in Different Languages
- You can create account notifications in different languages by setting up Locale Settings and linking them to Email Templates and Notification Template Groups. This lets you assign the correct language-specific notifications to global accounts.
- Specify a Notification Template Group
- This article explains how to change an account's Notification Template Group. Users select a new template group and click "Change Notify Template Group" to apply it.
- Template Number and Behavioral Options Override
- This screen lets you override the email template number and message behavior for a specific account. You choose a custom template and pick how Aria handles the notification, such as sending it, saving it without sending, or blocking it entirely.