Choose which emails you get

Open Settings › Notifications. The choices are yours alone, and they’re per business: an accountant can have alerts for one client and not another.

• The Monday email: every Monday morning, where your cash stands, the next two weeks, and anything that needs a look.
• Alerts: an email the day something new needs you. Your forecast first dips below your cushion or below zero; money in falls well behind what the forecast expected this month; a bill is far bigger than usual, paid twice, or large and due within a week; a tax payment is two weeks away; a customer is past the point they usually pay by (Plus); a budget category first heads over (Plus); or a bank, QuickBooks or Xero needs you. You hear when trouble starts, not every morning it continues. Each kind can be switched off on its own, and alerts go to owners and editors.

An owner can also switch a member’s Monday email on or off from the People list. It’s the same setting.

Always sent

Receipts and payment problems (to the owner), invitations, password and security emails, and, after a plan ends, the reminders before data is deleted.