Notifications is where you configure how and when you receive alerts about important accounting activity.
Alert types
All alert types can be delivered via the selected channels:
Email
SMS
App notification (shown on the dashboard next to the affected fund)
Low balance alerts
Set a minimum balance threshold for all funds. When a fund's balance falls below that threshold, you receive an alert. Alerts can be delivered via:
Transaction approval notifications
Receive a notification when a transaction approval request is sent to you, and when a transaction you submitted has been approved.
Monthly reports
Receive fund summary reports on a monthly schedule. These can be delivered via email or as an app message.
Grant deadline reminders
Get reminded about upcoming grant reporting deadlines. Certain funds require reporting to government agencies (Treasury, Department of Education) at specific times, and these alerts help ensure deadlines aren't missed.
Reconciliation reminders
Get reminded when a month needs to be reconciled. This is also visible on the dashboard, which shows the last reconciled date.
Audit Alerts
Notifications for audit activities and any audit findings.
Notification delivery settings
Quiet hours
Notifications are not sent between 8:00 PM and 8:00 AM to avoid sending what looks like spam emails at night.
Weekend notifications
Weekend notification settings control whether alerts are sent on Saturdays and Sundays.
Digest mode
Non-urgent notifications can be combined into a daily digest rather than individual messages, reducing notification clutter.