SettingsUpdated May 2026

Notification Settings

How to configure workspace notification rules and preferences.

Access:OwnerAdmin

Overview

Notification settings control which events trigger automatic alerts across your workspace. Workspace-level settings affect all members. Individual members can also control their own personal notification preferences.

Configurable Notification Events

FieldRequiredDescription
Invoice Overdueโ€”Notify when an invoice passes its due date without payment.
Invoice Paidโ€”Notify when a payment is recorded against an invoice.
Expense Submittedโ€”Notify approvers when an expense is submitted for review.
Expense Approved / Rejectedโ€”Notify the submitter when their expense is actioned.
Compliance Deadlineโ€”Send reminders before compliance obligation due dates.
Member Activityโ€”Notify owners when a member joins or leaves the workspace.

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