Custom Notifications

Custom notifications allow you to alert specific users, branches, or groups when certain activities occur within the system. You can tailor these alerts to ensure the right people stay informed without creating unnecessary noise.

How it works

You can set up notifications for the main activity types. For each type, you’ll define whether the alert triggers for every rule or only when some specific conditions are met.

1. Choose your Notifiable Type

Select the category of activity you want to track. Each category has its own set of rules to help you filter which events trigger an alert.

Notifiable Type	Available Rules
Purchase	Price, Supplier, Purchase Supplier Name, Branch, Account, User
Staff Expense Claim	Account, Amount, Project
Timesheet	Hours greater than standard working hours, Total hours, Productivity hours, Submitted for [x] days in a row

2. Set the Conditions

Once you’ve selected a type, decide how often you want to be notified:

• Every: Triggers a notification only when all rules pass.
• Some: Triggers a notification when at least one rule is passed.

3. Select the Recipient

Choose who needs to see the alert. Notifications can be directed to:

• A specific user: Generally for direct managers or department heads.
• A branch: Useful for location-specific updates.
• A group: For team-wide awareness such as the Accounts or HR team.

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Create a Custom Notification

1. Go to ORGANISATION and select Custom Notifications.
2. Click the plus sign (+) to create a New Custom Notification.
3. Select your Notifiable Type (Purchase, Staff Expense Claim, or Timesheet).
4. Choose your condition (Every or Some).
   • If you choose Some, add your specific rules (e.g., Supplier is [Name] or Amount is greater than [X]).
5. Under Send to, select the relevant User, Branch, or Group.
6. Click Save.