ToDo bell notifications help you close your books faster and accelerate bookkeeping tasks by surfacing this month’s actions (todos) related to your account.
The list of notifications shows you what the Veryfi AI missed and requires your input to correct it. Corrections inside the Veryfi products are fed back into the Veryfi AI to train the models that do all the machine calculations on how to treat and label data.
Type of Notifications you will see
- Duplicate Document
- UnViewed Documents (the ones in bold highlight)
- UnViewed Reports (the ones in bold highlight)
- Missing Category on Document
- Missing Payment on Document
- Missing Vendor on Document
- QuickBooks: Error with your QuickBooks Connection
- QuickBooks: Payments Not Mapped
- Xero: Error with your Xero Connection
- Xero: Payments Not Mapped
- Bank Transactions Not Processed
Accounting Notifications
- QuickBooks notifications will only show when you have connected QuickBooks
- Xero notifications will only show when you have connected Xero
Did we miss an important one? Let us know as we will add it.
Time span of notifications
The notifications are constrained to the current month only. So you won’t see last month’s notifications.
Complete your bookkeeping and close your books each month to make the most of these notifications.
Cherry picking notifications
You can also enable or disable the type of notifications you will receive. This is a convenient way to opt-out of notifications you don’t care about. This way the bell will only visually ring when there’s something you care about.
To cherry pick the notifications;
- Open your browser and login to Veryfi hub (web app): https://hub.veryfi.com/
- From the left menu press SETTINGS > Profile
- Scroll down to Notification Settings (as shown below).
Alternative use this link to go there directly: https://hub.veryfi.com/me/?type=profile#notification-settings
Mobile TIP: If you are logged into your Veryfi app on Mobile (iOS / Android), please kill the app and restart it so the new settings are inherited.
Watch this guide on YouTube
FAQ
Q. I do not see any QuickBooks or Xero Notifications.
A. Check your Profile Settings to make sure those Notifications are enabled. (note not shown in the above screenshot)
Q. I have a specific notification I’d like to see inside Veryfi. Can you add it for me?
A. We love feedback and improving the product to meet your needs. Please email us on [email protected] with your feedback. Assuming it will add value to other users, we will develop it.
