It would be great to have a place to review all my notifications from comments in the app or online. I receive an email link, but with multiple notifications, reviewing when I’m on the app or online is more efficient.
1 Like
Hi @rogerb - Izzy from the Customer Success Team here! Thanks for the suggestion!
To point you in the best direction, can you clarify if you’re referencing notifications regarding Transactions or Bill Pay?
If Transactions, you can view all Reminders by clicking into the ‘Inbox’ tab in the upper left corner then navigating to the ‘Reminders’ button, which will show you notifications separated out by ‘Submit Missing Items’ and ‘Approve Transactions’. You can then click into each one to proceed with the necessary action, as well as view the activity with comments.
For Bill Pay, you can view all the bills needing your approval in the same ‘Inbox’ tab and going to the ‘Bills’ section. Here you can either easily approve each bill or click into them individually to view the status and activity with comments.
Hope this helps!
1 Like