Use the inDinero Account and Settings section to customize the notifications and alerts sent to your email based on your role and needs. This tool is especially practical for companies with multiple users with different responsibilities.
For example, Jane Smith from Lyons Den is in charge of bill pay and approving reimbursements. They need to be notified when requests are submitted. Although others at Lyons Den have the ability to approve reimbursements under Team Access, they may not be in charge of this division and do not want to be notified of submissions.
Step 1: Navigate to Account and Settings in the upper right hand corner and choose Settings.
Step 2: Select Notifications from the menu tab.
Step 3: Verify email to receive alerts and notifications.
Step 4: Tick boxes for each notification type wanted, and uncheck marked boxes when you no longer need alerts sent.
Feature Notification Topics:
- User Accounts
- Financial Accounts
- Transaction Activity
- Specific Transaction Activity
- Check Related Events
- Bill Payments
- To-Do List
- At Risk Indicators
For example, Jane will update their preference to have the following:
Step 5: Once finished select Save Changes to update your preferences.
Moving forward, only the boxes ticked will be sent to your preferred email. Please note that even if you choose not to receive any of the notifications listed, inDinero may still email you important account events applicable to your listed company and policies.