Notifications

In Kleer you can set up Notifications, ordered status reports that are sent to a user on chosen weekdays, for example reminders about customer invoices that are past their due date.

Where to find the setting

1. Go to Settings.
2. Choose Notifications. The notifications that have been set up are listed here.
3. The list shows Type, Days and User for each notification.

Create a new notification

1. Click Create.
2. Choose the Type of notification in the list. Depending on the type, an information text is shown that explains what the notification does.
3. Choose the User the notification should be sent to. For some types you instead state the user for invoices without a reference.
4. For some types (for example overdue customer invoices) you enter the Number of days that control when the notification is triggered.
5. Select the Days of the week when the notification should be sent: Monday to Sunday.
6. Click Save.

Remove a notification

1. Click Remove on the row of the notification you want to end.

Notification emails to approvers of customer invoices

When a customer invoice that has not yet been authorised is saved with an approver, the approver gets an email saying that the invoice is waiting for approval. These emails are turned on by default.

If you want to turn them off, untick Send notification email to examiner of customer invoices on the company, under the Settings tab. The field Approver and the tab Approve are not affected. The approver can still be appointed and approve as usual, the only difference is that no email is sent.

Good to know

• Notifications are only sent on the weekdays you select.