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Never miss a key activity again!
An example would be the payment of Income Tax and National Insurance contributions to the government, which is due on the 19th of each month. This could be defined as “PAYE Submission” and as the date approaches, a series of coloured messages get displayed on the home page to warn of the event and/or email warnings sent to nominated recipients and/or workflow events triggered as required.
For ease of use, each event can be defined for a group, such as: Finance, Billings, Accounts, and managed by means of a straightforward monthly calendar view. Events feature a tool-tip displaying the full description as the user moves the cursor over the item. Each group event is displayed in the colour of the group in the calendar control to increase visibility.
Smart-Events are defined as a series of descriptions with coloured flags indicating the urgency (i.e. green leading up to the event, through amber, to red once the date has passed). The number of possible stages depends upon the complexity - for instance a Year End process might consist of many different tasks and stages.
A Smart-Event alert can be cleared by checking the message on the user’s home page. Depending on the setup this will clear either the stage or the whole event. If the auto-complete feature is selected, the message can be cleared after a certain number of days.