Client B’s bank connection broke three days ago. You didn’t notice because you were busy with other clients. Now their transactions are stale and you’re behind on reconciliation.
Alerts prevent this. Problems across all your clients — disconnected banks, overdue filings, unusual transactions — surface in one place. Red means urgent. Yellow means soon. You see what needs attention before it becomes a crisis.
Alert types Type Icon Description Critical 🔴 Requires immediate action Warning 🟡 Needs attention soon Info 🔵 FYI, no action required Success 🟢 Completed or resolved
Critical alerts These require immediate action:
Alert Cause Bank disconnected Plaid connection failed Negative cash balance Account balance below zero Overdue filing Tax or compliance deadline passed Failed payroll Payroll didn’t process Bounced payment Payment returned or failed
Warning alerts Address these within a few days:
Alert Cause Unreconciled (30+ days) Bank account not reconciled Large transaction Unusually large expense or deposit Duplicate detected Possible duplicate transaction Document request overdue Client hasn’t responded Low cash warning Cash below threshold License expiring Business license renewal due
Info alerts For your awareness:
Alert Cause Client login Client accessed their portal Document uploaded Client submitted a document New transactions Bank synced new transactions Report generated Scheduled report is ready
Viewing alerts Alert center Click the bell icon to see all alerts. Alerts are grouped by:
Client alerts View alerts for a specific client:
Open the client
Click the Alerts tab
See only that client’s alerts
Alert feed The firm dashboard shows a real-time feed of alerts across all clients.
Managing alerts Dismiss an alert If an alert doesn’t require action:
Click the alert
Click Dismiss
Add a note (optional)
Dismissed alerts move to your alert history.
Snooze an alert Delay an alert temporarily:
Click the alert
Click Snooze
Choose: 1 hour, 1 day, 1 week
The alert reappears after the snooze period.
Resolve an alert When you’ve addressed the issue:
Click the alert
Take the suggested action (if any)
Click Mark Resolved
Alert rules Customize what triggers alerts:
Cash threshold Set a minimum cash balance that triggers warnings:
Go to client settings
Set “Low cash threshold”
Get alerted when balance drops below
Large transaction threshold Flag unusually large transactions:
Set “Large transaction threshold”
Any transaction above this amount triggers an alert
Inactivity alerts Get alerted if a client has no transactions:
Set “Inactivity threshold” (e.g., 14 days)
Alerted if no new transactions in that period
Notification preferences Control how you receive alerts:
Email notifications Setting Options Immediate Critical alerts only Daily digest All alerts in morning email Weekly summary Weekly roundup on Monday Off Check dashboard only
In-app notifications Desktop and mobile notifications for urgent items.
Team escalation Set up escalation rules:
If alert not addressed in X hours
Escalate to senior team member
Notify firm admin
Alert history View past alerts:
Go to Firm Settings → Alert History
Filter by client, type, or date
See how alerts were resolved
History is retained for 12 months.
Alert history helps identify patterns — like clients who frequently have issues.
Client onboarding Set up new clients for success.
