Notifications
In-app and email alerts for approvals, sync, close, billing, and the rest of your workspace.
What you can do
The bell in the top bar shows unread alerts for your account. Open it to read recent notifications, jump to the related record, mark one as read, or mark all as read.
Choose which alerts you receive — and whether they arrive in the app, by email, or both — in Settings → Notifications.
Accounting import and Autopilot alerts can also be managed from Accounting → Settings → Controls.
Types of alerts
Settings groups alerts by area. Each type can be turned on or off per channel.
| Area | What you can be notified about |
|---|---|
| Accounting | Approval requests and decisions, bank/card sync finished or failed, bank-feed items ready to review, Autopilot daily digest, period close approaching |
| Billing | Low or exhausted prepaid credit balance, failed credit purchase or auto-recharge |
| Team & system | Team invites, comments, @mentions, maintenance and system notices |
| CRM | Lead assigned, lead won, task due or overdue |
| Invoicing | Customer invoice overdue, customer payment received |
| Expense reports | Report submitted for your review, your report approved or rejected |
| Purchasing & sales | Purchase order approved, sales quote approved |
| HR | Leave requested for your approval, your leave approved or denied |
| Operations | Low stock, route or service job assigned, maintenance work order assigned, manufacturing or marketing campaign completed |
| Documents & helpdesk | Signature requested, a signer finished, all parties signed, helpdesk ticket assigned |
| Governance & BI | Corporate filing due, scheduled report ready |
| Backlog | A Cursor cloud agent opened a GitHub pull request linked to your work ticket |
New types appear in Settings → Notifications as modules you use light up.
Close and credit reminders
When an open period’s close date is near, entity administrators can receive a close deadline alert.
When the workspace prepaid credit balance crosses below $5 or reaches $0, people with billing access can receive a low credit balance alert for that crossing.
API
List notifications and mark them read with the Notifications API.