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Smart Notifications [Mobile]

How to set notifications received from Rounded on the mobile app

Michelle avatar
Written by Michelle
Updated over 4 months ago

On desktop? Click HERE for the desktop help article.

Rounded can send a variety of "smart" notification email messages and push notifications, which can be switched on or off as required.

Notification emails are sent to the email address used to log in to your Rounded account.

Access the smart notification settings

1) Open the mobile app and log in

2) Tap the Settings icon

3) Tap Notifications to turn mobile alerts on/off or Emails to enable/disable email notifications

4) Toggle each notification on or off as required.

    The purpose of each notification is as follows:

  • Receive Notifications - Choose whether or not to receive any notifications.

  • Invoice overdue - Be notified when any invoice becomes overdue.

Notes:

  • This notification is for you only.

  • For information about how to send manual reminders to clients, tap HERE.

  • For information about how to send an automated email to clients using a
    desktop browser, tap HERE.

  • Invoice paid - Be notified when an invoice has been paid via Stripe.

Note: This notification works only for credit card payments.

  • Pending invoice payment - Be notified when a PayPal payment is pending.

  • Invoice or quote opened - Be notified when a client has viewed an invoice or quote.

  • Invoice or quote unopened after 3 days - Be notified when a client has yet to view an invoice or quote after 3 days from when it was sent.

  • BAS due & overdue - Be notified when BAS is due and overdue (GST registered users only).

  • Quote accepted - Be notified when a client accepts a quote.

  • Weekly business summary - A digest email detailing the week's activity.

Note: This is an email notification only.

  • Timer still running - Be notified if you forget to switch off the timer.

Note: Set a time limit to trigger this notification

  1. From the Settings section, scroll down, then tap Running timer reminder

  2. Toggle the switch to enable reminder and fill in Remind me after (hours)

  3. Tap Save

  • Your accountant signs into your account - Be notified when your accountant or bookkeeper logs into your account.

       For information about how to share your Rounded data with your accountant, tap
       HERE.

Note: The notification settings on your phone's operating system may override notification settings chosen inside the Rounded app. Check that your phone's settings are set to allow push notifications.

Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!

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