What it's for: letting you know when something needs your attention — items waiting for your review or approval, activity on invoices you sent, security events on your account, or billing updates.
Who sees it: everyone, but only their own notifications.
Where to find it: the notification bell/icon in the app.
Viewing your notifications
Open Notifications to see your list, newest at the top. Unread ones are easy to spot — they'll look visually different from ones you've already seen.
Marking things as read
- Click a notification to mark it as read (this usually also takes you straight to whatever it's about).
- Use Mark all as read to clear everything at once.
What kinds of notifications you'll see
Every notification falls into one of these categories:
- Approvals — something is waiting for your review or approval, or something you submitted was reviewed, approved, or rejected.
- Reminders — the automatic nudges your administrator configured under Settings → Workflow reminders: a record has been pending too long, or a rejected draft hasn't been fixed and resubmitted yet.
- Recurring transactions — a scheduled invoice/bill/journal/expense was generated as a new draft, or a schedule failed to generate and needs attention.
- Invoices — activity on invoices you sent, like a customer opening one.
- Security — sign-ins, two-factor authentication being turned on or off, or a new way of signing in being linked to your account.
- Subscription — billing and plan updates.
- System — general announcements.
Choosing what you get emailed about
Go to Notifications → Preferences (the same preferences also live under your User Profile) to decide, category by category, whether you also want an email in addition to the in-app alert. In-app notifications always happen; email is the part you can turn on or off, per category.
If something seems off
Not getting emails you expect: first check your preferences for that category. If those look right, the issue may be on the company's email setup — ask an administrator to look into it.