How do I change my personal e-mail notification settings?
In Klippa you can choose to receive e-mail notifications when you need to perform an action in Klippa. For example, you can receive a notification when it is your turn to approve a transaction.
Users with an approver role will receive a notification when transactions in their to do list ready for approval.
Users with a finance role will receive a notification when there are transactions in their to do list with the status submitted and/or approved ready to be processed.
These notifications are not real-time, they are sent at a fixed time and frequency that you can choose.
Tip: Are you an admin user and want to manage the notification settings of your company? Then read this article.
Note: the administrator of your Klippa business environment can choose to force the notification settings for all users. In that case you can not adjust these settings yourself. Please contact your company administrator if you believe this is incorrect.
The roles that can receive notifications are:
Expense manager
Invoice approver
Finance
Admin
The notifications are based on what is in your "To do" list and you will only receive a notification when you need to do something.
The various options are explained below.
You will receive a notification by email every day at 11:00.
You will receive a notification by email every week.
Start of period: Monday at 11:00
End of period: Friday at 11:00
You will receive a notification by email every month.
Start of period: first day of the month at 11:00
End of period: last Friday of the month at 11:00
You will not receive notifications.
Make sure you are logged in with your account in the Klippa Web App.
Navigate to Settings in the left menu. Scroll down to get to the notification settings
Make sure you are logged in with your account in the mobile Klippa App.
In the left menu navigate to your settings by clicking on your name or on the gear wheel. Scroll down to get to the notification settings.
Click on Save at the bottom of the screen once you have made your changes.
Users with an approver role will receive a notification when transactions in their to do list ready for approval.
Users with a finance role will receive a notification when there are transactions in their to do list with the status submitted and/or approved ready to be processed.
These notifications are not real-time, they are sent at a fixed time and frequency that you can choose.
Tip: Are you an admin user and want to manage the notification settings of your company? Then read this article.
Change Notification Settings
Note: the administrator of your Klippa business environment can choose to force the notification settings for all users. In that case you can not adjust these settings yourself. Please contact your company administrator if you believe this is incorrect.
The roles that can receive notifications are:
Expense manager
Invoice approver
Finance
Admin
The notifications are based on what is in your "To do" list and you will only receive a notification when you need to do something.
Notification Frequency and Moment
The various options are explained below.
Daily
You will receive a notification by email every day at 11:00.
Weekly
You will receive a notification by email every week.
Start of period: Monday at 11:00
End of period: Friday at 11:00
Monthly
You will receive a notification by email every month.
Start of period: first day of the month at 11:00
End of period: last Friday of the month at 11:00
Never
You will not receive notifications.
Klippa Web App
Make sure you are logged in with your account in the Klippa Web App.
Navigate to Settings in the left menu. Scroll down to get to the notification settings
Mobile Klippa App
Make sure you are logged in with your account in the mobile Klippa App.
In the left menu navigate to your settings by clicking on your name or on the gear wheel. Scroll down to get to the notification settings.
Click on Save at the bottom of the screen once you have made your changes.
Updated on: 02/04/2024
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