View renewal notifications—Contracts

Renewal failure notification emails are sent to the email address defined as the Main contact in the Company Information page. Intacct sends the failure notifications on the renewal trigger date.

The earlier of the renewal date minus the number of days specific in the renewal template OR the renewal date minus the renewal bill-in-advance period.

Any renewal notifications to internal users or customers are sent to the contacts specified in the email template defined in the applicable renewal template.

Customer and internal notifications are sent on the date specified by the renewal template. This can be x number of days before or after the renewal date. And if you have both customer and internal notifications, this can be two separate dates.

For example, say that the contract ends on May 31. The renewal date is the contract end date + 1, so the renewal date is June 1.

The renewal template indicates:

  • the renewal should be created 7 days before the renewal date
  • the internal notification should be sent 30 days before the renewal date
  • the customer notification should be sent 14 days before the renewal date.

In this scenario, Intacct creates the child renewal contract on May 25, sends the internal notification on May 2, and sends the customer notification on May 18.

Subscription

Company
Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business user with Admin privileges
Permissions

Email Delivery Log: List, View

Business users with Admin privileges can view all renewal notifications.

To view all renewal notifications:

  1. Go to Company > Admin > History and reports > Email delivery history.

  2. If you don't see any renewal notification emails, select Show All Emails in the top-right corner of the page.
  3. Find the renewal email whose details you want to view.

  4. Select More actions > View at the end of the row.

    See Troubleshoot contract renewals for information on common renewal errors.

  1. Go to Company > Admin > History and reports > Email delivery history.

  2. If you don't see any renewal notification emails, select Show All Emails in the top-right corner of the page.

  3. Select View next to a renewal email to view any details.

    See Troubleshoot contract renewals for information on common renewal errors.