Overview

Notification preferences allow your firm to control how and when system-generated messages are delivered to employees, clients, suppliers, and related entities. These settings help ensure the right people receive the right information through the appropriate communication channel.

Notification Preferences determine:

• Which system events generate notifications
• Who receives them
• How they are delivered (Email, SMS, Document Filing or None)

These preferences help balance automation with control, reducing necessary communication while ensuring critical information is delivered promptly.

Notification Preferences work alongside Notification Templates. Preferences control when notifications are sent, while templates control how they look.

Accessing Notification Preferences

To access notification preferences:

1. Navigate to Settings → Firm Settings
2. Select Notification Preferences

All notification categories will be displayed on this screen.

Notification Categories

• Employees
• Entities
• Matters
• Clients
• Suppliers

Each category controls notifications for different system users and transaction type

Each category can be configured independently to suit operational and compliance requirements.

Employee Notifications

The Employees section controls notifications sent to internal staff members.

Available Notifications

Employee notifications may include:

• Approval requests
• Invoice issuance
• Client payments and receipts
• Office payments and receipts
• Other financial and operational transactions

Configuring Employee Notifications

1. Locate the relevant notification type
2. Click the None button on the right-hand side
3. Select one of the following options:
   • None - No notification is sent 
   • Email - Notification is sent by email
   • SMS - Notification is sent by text message

Entity Notifications

The Entities section controls notifications sent to associated entities such as third parties and related organisations.

Available Notifications

Entities may receive notifications when:

• Payments are posted
• Receipts are recorded
• Statements are issued

Delivery Options

For each notification type, you can select:

• Email
• SMS
• None

Ensure entity contact details are accurate to avoid delivery failures.

Matter Notifications

The Matters section control how matter-related notifications are handled.

Available Options

Matter notifications relate to:

• Matter transactions
• Financial postings
• Related system activities

Delivery Options

You can select:

• File in Documents Folder - Automatically saves the notification to the matter documents.
• None - No notification is generated

Filing notifications to the matter record supports audit trails and compliance requirements.

Client Notifications

The Clients section controls communications sent directly to clients.

Available Notifications

Clients can receive notifications for:

• Invoices issued

Delivery Options

For each notification, select:

• Email
• SMS
• None

Email is recommended for formal financial communications to maintain proper records.

Supplier Notifications

The Suppliers section controls notifications sent to vendors and service providers.

Available Notifications

Suppliers can be notified when:

• A purchase has been created

Delivery Options

You can select:

• Email
• None

Supplier notifications help improve transparency and reduce follow-up enquiries.

Tips & Best Practices

• Review notification preferences during onboarding
• Align notification settings with firm communication policies
• Use Email for compliance-related communications
• Limit SMS to urgent or high-priority alerts
• Regularly review settings to match operational changes
• Ensure contact details are kept up to date