Staying informed about important updates is crucial when managing your finances with Plugbooks. In Plugbooks, there are two types of notifications: email notifications and application notifications. Managing and viewing these notifications ensures that you don’t miss any important updates, whether it’s related to settlements, payouts, or other key actions in your account.
Types of Notifications in Plugbooks
- Email Notifications: Sent directly to your inbox to keep you updated.
- Application Notifications: Visible within the Plugbooks platform while you work.
For more details on how to manage email notifications, check out our dedicated blog post: How to Set Email Notifications in Plugbooks.
How to View and Manage Plugbooks Notifications
To stay on top of all in-platform alerts, follow these steps to view and manage your application notifications in Plugbooks.
Step 1: Click the Bell Icon
At the top-right of the Plugbooks dashboard, you’ll see a bell icon. Click on this icon to open the notification panel. The notification panel will display recent updates and alerts.
Step 2: View Notification Details
You can view a notification in detail by simply clicking on it. This will open a popup that provides more information about the notification.
Step 3: Mark Notifications as Read
If you want to mark all notifications as read, there’s a Mark All Read button within the notification panel. This clears the unread notifications count and keeps your workspace organized.
Step 4: Filter Unread Notifications
If you only want to see unread notifications, toggle the Unread Only switch to focus on updates you haven’t checked yet.
Conclusion
Managing notifications in Plugbooks helps you stay updated with key events, ensuring smooth and effective bookkeeping. Whether it’s an application or email notification, knowing how to view and manage them will keep you informed without missing out on critical information.
By following the steps above, you’ll easily manage notifications, keeping your workflow in Plugbooks efficient.