What are ATB reminder emails?
ATB reminder emails notify you and your team when it is time to upload updated aged trial balance data into DebtorLogic. Keeping this data current helps ensure your risk insights and monitoring remain accurate.
What’s changed?
Previously, CreditorWatch staff managed ATB reminder recipients, and each account was limited to one email address.
You can now:
Manage ATB reminder recipients yourself
Add multiple email recipients
Remove recipients at any time
Turn ATB reminder emails off if you no longer need them
This gives you full control and ensures reminders go to the right people.
Who can manage ATB reminders?
This feature is available to all DebtorLogic customers who upload ATB data.
How to manage ATB reminder recipients
Login to DebtorLogic.
Go to Settings.
Select Report & reminder preferences.
Review the current list of reminder recipients.
Make any required changes:
Add a recipient by entering an email address
Remove a recipient from the list
Disable reminders to stop ATB reminder emails
Click Save.
Your changes apply to all future ATB reminder emails.
Important information
You can add multiple email addresses as ATB reminder recipients.
Reminder emails are sent to all configured recipients.
If no recipients are set, ATB reminder emails are not sent.
Turning reminders off stops all future ATB reminder emails.
Changes take effect immediately.
Why manage ATB reminders?
Managing ATB reminders in DebtorLogic helps you:
Avoid missed reminders when team members change roles or leave
Ensure the right people are notified at the right time
Reduce reliance on CreditorWatch support for routine updates
Keep your ATB data accurate and up to date