The Notification Bell
The bell at the top of the screen keeps you up to date on what’s happening in your workspace. A red badge shows how many notifications you haven’t read yet.
What You’ll Be Notified About
Section titled “What You’ll Be Notified About”A few examples:
- an Invoice is paid or refunded
- a Client accepts or declines an Estimate, or asks for a new link
- a Task or Project deadline is coming up
- a To-Do reminder is due
- a recurring Invoice is ready
- your weekly timesheet is approved or sent back (Team plans)
- a new team member joins your workspace (Team plans)
- a teammate mentions you (Team plans)
You see notifications for the workspace you’re in. Switch workspaces to see the others.
Open Your Notifications
Section titled “Open Your Notifications”Click the bell. Notifications are grouped into Today, Yesterday and Earlier. Unread ones are bold, with a dot next to them.
Click a notification to mark it as read. If it’s about something specific, like an Invoice or a Task, you’ll go straight to it.
Mentions work a little differently. Clicking one takes you to where you were mentioned, and you mark it done from there. See Mentions.
Mark as Read
Section titled “Mark as Read”- One notification: hover over it and click the check mark.
- All of them: click Mark All Read.
Clear Notifications
Section titled “Clear Notifications”- One notification: hover over it and click the trash icon.
- All of them: click Clear All.
Automatic Clean-Up
Section titled “Automatic Clean-Up”Read notifications are cleared on their own after 7 days.
Choose What You’re Notified About
Section titled “Choose What You’re Notified About”To turn notifications on or off, go to your Profile and open the Notifications tab. See In-App Notifications and Email Notifications.