Notifications

Overview

If you are a busy professional, you can set up notifications and reminders instead of checking Core every now and then for any submissions or approvals. Core provides a robust system to disseminate notifications, reminders and alerts to you, depending on your security permissions and role in the company. This powerful notification system makes sure you are informed about important submissions, assignments or tasks, and alerted about potential areas that need immediate attention. The Notifications feature, often integrated into the Dashboard, reminds the logged-in users of action items that are pending and concern them. Click to watch this video on setting up notifications in Core.

notify_thumbnail.png

The Notifications screen displays the following main categories of notifications:

  • System-generated: These messages inform you about actions to take, such as print invoices, approve time entries, process recurring invoices, and so on. Reminders are automatically set for the time and expense entries that are unapproved.
  • Data Center
  • User-defined: Core triggers some reminders when you specify those in the Global Settings or User Preferences screens.
  • Company
  • Date-triggered: Date-triggered reminders use your computer’s system date to determine when to deliver the reminder. Project due date reminders start showing up 7 days prior to due date (customizable from User Preferences).
  • Reminders

Icon

Type

error_icon.png Error
alert_icon.png Alert
info_icon.png Informational
confirm_icon.png Confirmation
approval_icon.png Approval
rejection_icon.png Rejection

Typically, notifications are there to alert you about something important that has happened in Core while as reminders alert you about something that has to happen in Core. You can see recurring or memorized invoices, bills and checks under these notifications too. On clicking, Core displays a screen for viewing or processing them. Besides these, you can see notifications and reminders for time and expense entry, projects, bills, budgets, etc.

Core allows you to choose your notifications and reminders on the User Preferences screen. Notifications can be set up to display on screen, be emailed to specified groups or individuals, or display on the dashboard. The refresh interval is set to one minute by default for notifications and reminders.

Basic Tasks

View Notifications and Reminders

Set Notifications and Reminders

View Notifications and Reminders

To view a notification, watch this video or follow these steps:

    1. Click notifications-01.png on the icon bar at the top.

notifications_and_remind1.png

    1. On the Notifications & Reminders dialog, you can see the new notifications and reminders on two separate tabs.

    2. Click 'See all notifications' to open the main Notifications screen.

    3. You can see all your notifications and reminders listed on the screen on the respective tabs.

      notifications_and_remind2.png

    4. On the Notifications tab, click Actions to take any action on the selected notifications:

      • Mark as Read

      • Clear

Set Notifications and Reminders

To set up a notification or reminder, watch this video or follow these steps:

    1. Click notifications-01.png on the icon bar at the top.

      notifications_and_remind_set1.png

    2. On the Notifications & Reminders dialog, click 'See all notifications'.

    3. On the main Notifications screen, click Notification Preferences on the top-right.

notifications_set.png

It takes you to the User Preferences > Notifications & Reminders screen. You can also open it directly from the company menu > User Preferences.

    1. On the Notification Settings tab, select the relevant notifications and options. You can set the reminders on the Reminder Settings tab.

    2. Click Save. Check User Preferences for details.

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