Notifications are alerts that are automatically sent to inform you of certain events, allowing you to be aware of what is happening in your business. Thanks to them, you will be able to make decisions and act quickly when necessary.
Notifications can be received by email or also in the form of an alert, using the little bell icon, top left, above the main menu. A red dot will indicate the presence of new notifications.
Although all users can receive notifications, the amount and type of information received will depend on the permissions assigned to the user for each functionality.
A. Notifications from the alerts button
The red dot over the little bell icon, next to the main menu, indicates that you have notifications. The most common ones are:
New e-mails in your Inbox.
Pending sales invoices.
Pending expense invoices.
Pending budgets.
Pending recurring invoices.
Pending recurring purchases.
Outstanding recurring payroll.
B. Notifications in the Pending Actions panel
Like the notifications in the bell icon, there are several notifications that you will automatically receive in the “Pending Actions” panel on your home page. The most common ones are the following:
Invoices with payment due (purchase invoices).
Accepted quotes that have not been converted into invoices.
Transactions pending reconciliation.
New documents in the inbox (Inbox).
Time records pending acceptance (supervisor).
Pending vacation requests (supervisor).
C. Triggerable notifications
1. Recurring sales and purchase invoices
To activate them, follow these steps:
Click on your account at the top left and go to Settings.
Under “Invoicing”, select “Preferences”.
Under “Sales and Expenses” check the boxes you are interested in.
Send notification when creating a recurring sales invoice.
Send notification when creating a recurring purchase invoice.
☝🏼 You can also access these settings from the Invoices, Budgets, Expenses, and Orders sections by clicking on the three dots menu, and then clicking on “Settings”.
2. Sales funnel
To activate your sales funnel notifications, follow these steps:
Go to CRM > Sales Funnel.
Click the three-dot menu (⋮), and click “Settings”.
Type in the email address where you want to receive notifications, and check the box “Notify by email when creating a new opportunity”.
3. Projects
To activate your project notifications, follow these steps:
Go to Projects > Projects.
Select a project.
Go to Settings in the top right corner and click "General".
Under "Notifications", check the “Send notifications” checkbox.
Click “Save” in the upper right corner.
If project notifications are active, you will receive alerts in situations such as when a colleague mentions you in a task, or if you are assigned a task, among other possible actions.
4. Weekly activity summary
Holded has a “Weekly Activity Summary” option, an email that provides a summary of the most relevant financial and operational activity of your account on the platform, over a specified period of time (usually the last week).
Learn more about the functionality here.