Setting Up Notifications
Access the notifications: Click on the notifications option in your account settings.
Enter the threshold: Input the balance amount at which you want to be alerted.
Save your settings: Confirm the thresholds to complete the setup.
Managing Multiple Accounts
If you have several accounts within the entity:
Repeat the process: Set individual notifications for each account by following the same steps.
User-Specific Alerts
Personalized notifications: Only you receive the email alert for notifications you set up.
Threshold conditions: Ensure the entered threshold is lower than the current balance; otherwise, no alert will trigger.
💡 Tips
Verify the threshold amount against your current balance.
Set notifications only on accounts where you need monitoring to streamline your cashflow management.
FAQ ❓
Why am I not receiving email alerts?
Ensure that you have set a threshold lower than your current balance; the notification only triggers when the balance drops below your specified amount. Also, remember that alerts are sent only to the email of the user who set the notification.
Can I set notifications for multiple accounts?
Yes, you can configure separate notifications for each account by repeating the setup process in each account's settings.
What happens if I set the threshold higher than the current balance?
The notification will not trigger because the alert condition is designed to activate only when the balance goes below the threshold.