Creating and sending an accrual campaign

At month-end, you create an accrual campaign, which allows you to manage your accruals for the period. Campaigns let you mass request estimates from all or select vendors, and automatically close at a date you specify.

NOTE: You must have an external or internal contact associated to the vendor with their role set to "Accrual_Manager" in order to successfully send an accrual campaign.

From the Accruals dashboard, click on the "New Accrual Campaign" button at the top right of the page.

This will bring you to a campaign creation page. Fill out the fields at the top to define the service period, campaign close date, and a note to your vendors. 

You'll have the option to send to all of your vendors with an open PO or to manually select which vendors to add to the campaign.

Additionally, you will have the choice to automatically send reminder emails to vendor contacts to submit an estimate by checking the box labeled "Send automatic reminder emails to vendors before campaign close."

Once you have defined your campaign details and added vendor contacts, click on the "Submit" button at the bottom of the page.

After submitting, you will be brought to the campaign detail page. From here you can edit or close the campaign. 

In order to send campaign emails requesting accrual estimates, you can click on the send request icon at the right side of the grid by every vendor.

Or you can bulk send to contacts using the "Bulk Action" button at the top of the page.