What is Low Account Balance Notification?
Low Account Balance Notification allow users to receive email notifications when an account’s available amount drops below a specified threshold. This feature helps prevent declined transactions and ensures better control over account funds.
How to Set Up Low Account Balance Notification
Notification Settings
Enable, modify, or disable notification for selected accounts.
Set a minimum notification amount (must be an integer, minimum 0).
Select notification recipients (Accountant, CFO, Admin). The current user is preselected, but can be removed.
If no users are selected, the notification cannot be enabled.
Account Selection
From the Account Details view: The account is preselected and cannot be changed.
From the Accounts List view: Users can select one or multiple accounts for notification.
The available amount (not total balance) is used as the threshold.
Bulk Setup
Users can enable notification for multiple accounts at once.
The modal displays only user selection and notification amount settings (account names and balances are not shown).
Status Display in Client Portal
Accounts with enabled notification display the threshold amount and a bell icon. Clicking the icon opens notification settings.
Accounts without notification display an “Enable” link to open the settings.
A filter is available to sort accounts by enabled or disabled notification.
Email Notifications
Notifications are sent when the available amount drops below or equal the threshold.
A notification is sent only once per drop below the threshold.
If the balance rises above the threshold and drops below it again, a new notification is sent.