There are many tasks to manage when running your business. The Notification Center in CashFlow Central helps keep you organized by displaying urgent tasks that need your attention.
To open the Notification Center, select the notification bell icon at the top-right corner of the screen.
This guide covers the four types of urgent tasks you can find in the Notification Center and how to clear your notifications:
- Failed payments notifications
- Notifications for payments requiring admin approval
- Overdue bills notifications
- Unpaid bills notifications
- How to clear the notifications list
Failed payments notifications
What the notification shows:
- The total number of failed payments
- The total amount of failed payments
The notification will be marked with an alert icon
To review the failed payment notifications:
1- Select the notification bell icon to open the Notification Center.
2- In the Notification Center, select View payment.
3- You'll be directed to the Payments tab filtered by failed payments.
If there's only one failed payment, it will appear on the right side of the screen with the payment and bill details.
4- To handle the desired failed payment, select Resolve in the Action column.
That's it! You can now proceed with resolving the failed payment.
Notifications for payments requiring admin approval
What the notification shows:
- The total number of payments that are pending admin approval
- The total amount of these payments
To review the payments pending admin approval:
1- Select the notification bell icon to open the Notification Center.
2- In the Notification Center, select View payments next to the payments pending approval information.
3- You'll be directed to the Approvals tab, where you can review all the payments pending approval.
4- To approve the desired payment, select Approve in the Action column.
Select the three-dot icon to open the action menu. In the action menu, you can decline, view, edit, or reschedule the payment.
That's it! You can now proceed with the payment approval.
Overdue bills notifications
What the notification shows:
- The number of bills with past due dates that have yet to be paid
- Total amount of these bills
To review the overdue bills:
1- Select the notification bell icon to open the Notification Center.
2- In the Notification Center, select View bills.
3- You'll be directed to the Bills tab, filtered by overdue bills.
4- You can pay the desired bill by selecting Pay in the Action column.
Alternatively, you can select the three-dot icon to view, edit, delete, or mark the bill as paid.
Learn more about how to pay your bills one at a time or all together.
That's it! You can now proceed with resolving the overdue bills.
Unpaid bills notifications
What the notification shows:
- The number of bills that are due in the upcoming 7 days
- The total amount of these bills
The notification will be marked with an information icon
To see the unpaid bills:
1- Select the notification bell icon to open the Notification Center.
2- Select View bills.
3- You'll be directed to the Bills tab, filtered by unpaid bills that are not overdue.
4- You can pay the desired bill by selecting Pay in the Action column.
Alternatively, you can select the three-dot icon to view, edit, delete, or mark the bill as paid.
Learn more about how to pay your bills one at a time or all together.
To determine the sorting order of the bills, check the direction of the arrow in the Due date column.
- If the arrow points down, the bills with the nearest due date will appear at the bottom of the list.
- If the arrow points up, the bills with the nearest due date will appear at the top of the list.
- You can change the sorting order by selecting the Due date column.
That's it! You can now proceed with paying your unpaid bills.
How to clear the notifications list
To clear the notifications list, address the issue in the relevant tab:
- Overdue and unpaid bills: Go to the Bills tab, pay the bills, or delete them.
- Pending admin approval payments: Go to the Approvals tab and approve or decline the payments.
- Failed payments: Go to the Payments tab and resolve the failed payments.
That's it! You can now stay on top of your payments and bills using the Notification Center.