Platform Feature

Notifications & Scheduling

Automated notifications with configurable schedules, smart escalation rules, and calendar integration. Never miss a deadline again.

The Problem with Manual Follow-Ups

Without automated notifications, finance managers spend hours chasing team members for status updates. Deadlines slip unnoticed, overdue items pile up, and there is no systematic way to escalate delays. Managers discover missed deadlines only after the damage is done, leading to rushed work, errors, and a chaotic close process that keeps everyone working late nights.

ZapRecon - Notifications & Scheduling
Notifications
Schedule Calendar
Escalation Rules

Recent Notifications

4 new
Email notifications

Fixed Assets schedule due in 2 days

Assigned to you - Q4 Close

10 min ago

Bank Recon approved by Mike R.

Status changed: Review -> Approved

25 min ago

New schedule assigned to you

AP Aging Analysis - Creator role

1 hour ago

Overdue: AP schedule - 1 day late

Escalated to Finance Manager

3 hours ago

Schedule Calendar - February 2026

Week View
Mon
10
Tue
11
Wed
12
Thu
13
Fri
14
Sat
15
Sun
16
Completed
Today
Upcoming

Escalation Rules

3 active
If pending > 2 daysNotify Manager
If overdue > 1 dayEscalate to Controller
If rejected twiceAlert Finance Director

Key Benefits

Automated notifications and intelligent escalation ensure your financial close runs on time, every time, without manual follow-ups.

Never Miss Deadlines

Automated reminders sent at configurable intervals before due dates. Your team is always informed about upcoming and overdue tasks.

Automatic Reminders

Smart reminders based on schedule urgency. Frequency increases as deadlines approach, from weekly overviews to daily and hourly nudges.

Smart Escalation

Configurable rules automatically escalate overdue or stalled items to managers and controllers, ensuring nothing stays stuck.

Calendar View

Visual calendar showing all due dates, color-coded by status. See the entire close timeline at a glance with drill-down to individual schedules.

How It Works

Set it and forget it. Once configured, the notification and escalation system runs automatically, keeping everyone informed and accountable.

01

Set Due Dates Per Schedule

Admins configure due dates for each schedule based on frequency - monthly, quarterly, or annually. The system automatically calculates working days, excluding weekends and configured holidays.

02

System Sends Automatic Reminders

As due dates approach, ZapRecon sends automated email and in-app notifications. Reminder frequency increases with urgency - weekly summaries transition to daily alerts and then hourly nudges as deadlines close in.

03

Escalation Rules Trigger for Overdue Items

When items exceed configured thresholds (e.g., pending for 2+ days or overdue by 1+ day), escalation rules automatically notify managers, controllers, or finance directors based on severity.

04

Real-Time Notifications for All Actions

Every action in the system triggers instant in-app notifications via WebSocket. Team members see assignments, approvals, rejections, and comments in real time without refreshing the page.

Frequently Asked Questions

Everything you need to know about notifications, scheduling, and escalations in ZapRecon.

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