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Notification Preferences

Control which notifications you receive and how they're delivered.

Accessing Notification Preferences

  1. Click your profile icon in the sidebar
  2. Select Notification Preferences
  3. Configure your settings

Notification Categories

Toggle each category on or off based on your needs:

SmartScan

:material-document-scanner: Receipt scanning and OCR processing updates.

  • When receipts are scanned
  • OCR extraction results
  • Processing completion

Receipts

New receipts uploaded and processed.

  • Receipt upload confirmations
  • Auto-created expenses from receipts

Expenses

Expense status changes and updates.

  • Draft saved
  • Expense modified
  • Category changes

Approvals

Items pending your approval or approval decisions.

  • New items to approve (managers)
  • Your expenses approved/rejected
  • Approval workflow updates

Reimbursements

Payment status and reimbursement updates.

  • Payout initiated
  • Payment completed
  • Deposit received

Reports

Expense report status changes.

  • Report submitted
  • Report approved/rejected
  • Report paid

Budgets

Budget alerts and threshold warnings.

  • Approaching budget limit (80%)
  • Budget exceeded
  • Budget reset

System

Important system announcements and updates.

  • New features
  • Maintenance windows
  • Security alerts

Delivery Settings

Configure how notifications reach you:

Toast Notifications

Show pop-up notifications in the app.

  • Appear in bottom-right corner
  • Auto-dismiss after a few seconds
  • Non-intrusive alerts

Sound Effects

Play a sound when notifications arrive.

  • Audio feedback for alerts
  • Useful for important updates
  • Can be distracting - use carefully

Email Digest

Receive a daily summary of notifications via email.

  • Consolidated daily email
  • Sent at end of day
  • Good for less frequent check-ins

Quick Actions

Enable All

Turn on all notification categories at once.

Disable All

Turn off all notification categories at once.

Don't Miss Important Updates

Consider keeping critical notifications enabled (Approvals, Reimbursements, System).

Best Practices

  1. Keep approvals on - Don't miss pending items if you're a manager
  2. Enable reimbursements - Know when you get paid
  3. Adjust as needed - Start with defaults, then customize
  4. Use email digest - If you don't check the app often
  5. Disable sounds at work - Can be disruptive