Notification

View important alerts, reconciliation updates, and workflow activity so your finance team never misses critical changes.

By Vishwesh Sarkar

• 8 articles

How can I tell when a notification was created?

Short Answer: Each notification card shows a relative timestamp under the description for example '2 mins ago'. PreRequisites 1. Be signed in Steps 1. Open the Notifications page and find the notification card you care about. You can see the card's title and description. 2. Look directly under the description text for a timestamp e.g., '2 mins ago'. You see a relative time indicating when the notification was generated. 3. If times look stale, refresh the page to update relative timestamps. Timestamps update to reflect current relative times. Troubleshooting 1. Timestamps appear out of date. Likely Cause: Page was not refreshed and relative times are not recalculated. Action: Refresh the Notifications page to update timestamps. Note: Timestamps are displayed on each notification card beneath the description.

Last updated on Aug 26, 2026

How do I open the Notifications page?

Short Answer: Click the bell icon in the top-right header to open the Notifications page or go to /notifications. The page title shows 'Notifications' and tabs 'All' and 'Unread'. PreRequisites 1. Be signed in Steps 1. Click the bell icon in the top-right header. The Notifications page opens and the header 'Notifications' is visible. 2. Confirm you see the tabs labeled 'All' and 'Unread' under the page title. Tabs 'All' and 'Unread' are visible; one tab has the teal underline to show it's selected. 3. If you know there are new items, look for a red dot on the bell icon to indicate unread notifications. A red dot on the bell icon indicates there are unread/new notifications. Troubleshooting 1. Clicking the bell does nothing or the Notifications page does not load. Likely Cause: You are signed out, your session expired, or there is a temporary network issue. Action: Reload the browser, sign in again, or enter /notifications in the address bar to open the page directly. Note: The bell icon location and the 'Notifications' header are visible in the top-right and page area respectively.

Last updated on Aug 26, 2026

How do I open the report linked in a notification?

Short Answer: On the notification card, click the 'View report' link to open the related report. PreRequisites 1. Be signed in 2. Have permission to view the report if required Steps 1. Open the Notifications page and locate the notification card for the item you want look for titles like 'Reconciliation completed'. You can see the notification title, description, timestamp, and 'View report' on the right. 2. Click the blue 'View report' link on the right side of the notification card. The system navigates to or opens the related report. 3. If the report does not open, read the notification description for access hints for example: 'Only authorized users can access.' If the report is private you will need permission to view it. Troubleshooting 1. Clicking 'View report' does not open the report or you see an access error. Likely Cause: The report is private and you are not an authorized user notification text: 'Only authorized users can access.' Action: Request access from the report owner or your admin, then try 'View report' again. 2. 'View report' does not respond. Likely Cause: Temporary UI or network issue. Action: Refresh the Notifications page and try again. Note: Notification cards contain the title, description and a timestamp e.g., '2 mins ago' to help locate the correct report.

Last updated on Aug 26, 2026

How do I view older notifications or go to a different page of notifications?

Short Answer: Use the pagination controls at the bottom of the page page numbers, 'First', '‹', '›', 'Last' and the 'Showing 1–25 of 232' label to browse older items. Answer PreRequisites 1. Be signed in Steps 1. Open the Notifications page and scroll to the bottom of the notifications list. You see the label 'Showing 1–25 of 232' and the pagination controls. 2. Click a page number or use the arrow controls ‹ or › to move between pages, or click 'First' / 'Last' to jump to the beginning or end. The list refreshes to show the selected page of notifications. 3. If the 'First' and '‹' controls are disabled, you're on the first page; use '›' or a page number to go forward. You will navigate to the requested page when it is available. Troubleshooting 1. Clicking pagination controls does not change the list. LikelyCause: You are already on that page, or a temporary loading issue occurred. Action: Try another page number, refresh the page, or check your network connection. Note: The 'Showing 1–25 of 232' label gives the total number of notifications and the current range.

Last updated on Aug 26, 2026

How do I view only unread notifications?

Short Answer: Open Notifications and click the 'Unread' tab to filter the list to unread items. PreRequisites 1. Be signed in Steps 1. Open the Notifications page click the bell icon. Notifications page is visible. 2. Click the 'Unread' tab at the top of the notifications list. Only unread notifications are shown; the 'Unread' tab has the teal underline. 3. If no items appear, check the 'All' tab to see read notifications. If there are no unread items you'll see the empty state message 'Nothing new to see — yet.' Troubleshooting 1. The 'Unread' tab shows no notifications but you expect new items. LikelyCause: Notifications were already marked read or you're looking at the wrong tab. Action: Click 'All' to view all notifications, then refresh the page to ensure the latest data is loaded. Note: The active tab is indicated by a thin teal underline beneath the label.

Last updated on Aug 26, 2026

I clicked 'View report' but can't access the report — what should I do?

Short Answer: If the notification description includes 'Only authorized users can access', you need permission to view that report. Request access from the report owner or an admin. PreRequisites 1. Be signed in 2. You may need permission from the report owner or administrator Steps 1. Open the notification and click 'View report'. Attempt to open the related report. 2. If access is denied, read the notification description for details for example: 'Only authorized users can access.' You confirm the report is private. 3. Contact the person named in the notification for example 'Alice' or your account admin to request access. Permission is granted or an explanation is provided. 4. After receiving access, click 'View report' again to open the report. You can view the report. Troubleshooting 1. You can't find who to contact to request access. Likely Cause: The notification names an individual but contact details are not shown in the notification UI. Action: Ask your team or administrator for the report owner's contact or the process to request access. 2. 'View report' still fails after permission should have been granted. Likely Cause: Permission change hasn't propagated or the page needs refresh. Action: Refresh the Notifications page and try 'View report' again; if the issue persists, contact your admin. Note: The notification text is explicit about access: 'Only authorized users can access.' Use that line to determine if a permission request is needed.

Last updated on Aug 26, 2026

What does the red dot on the bell icon mean?

Short Answer: A red dot on the bell icon indicates there are unread or new notifications. PreRequisites 1. Be signed in Steps 1. Look at the bell icon in the top-right header; if it has a red dot, there are unread notifications. You see the red dot on the bell icon when unread items exist. 2. Click the bell to open the Notifications page and review items under 'Unread'. Unread notifications are listed or the 'Unread' tab will show them. 3. If the red dot remains after viewing, refresh the page and re-check the 'Unread' tab. The red dot should reflect the current unread state; if it persists check other pages. Troubleshooting 1. Red dot is present but the 'Unread' tab is empty. LikelyCause: Unread items may be on another page or the UI needs a refresh. Action: Click 'All', check pagination bottom of page, or refresh the page to update the list. Note: The red dot is a visual indicator only; open Notifications to see the underlying items.

Last updated on Aug 26, 2026

Why does the page say 'Nothing new to see — yet.'?

Short Answer: That message means there are no notifications matching the currently selected tab. The full text reads: "Everything's been reviewed. We'll notify you when there's something that needs your attention." PreRequisites 1. Be signed in Steps 1. Open Notifications and note which tab is selected 'All' or 'Unread'. You can see whether 'All' or 'Unread' is active. 2. If 'Unread' is selected, click 'All' to check for read notifications. You may see older/read notifications appear. 3. If you still expect activity, refresh the page to load the latest notifications. Any newly created notifications should appear after refresh. 4. If no notifications appear and you expected them, confirm with your team or the account admin that activity occurred. You will know whether there is actually any notification activity to display. Troubleshooting 1. I expected notifications but see the 'Nothing new to see — yet.' message. Likely Cause: There may be no matching notifications for the selected tab, or the page needs to be refreshed. Action: Check the 'All' tab, refresh the page, and verify activity with the person who triggered the notification. Note: The empty-state copy explicitly reassures you that 'Everything's been reviewed.'

Last updated on Aug 26, 2026