A single space that brings together everything that needs your attention or keeps you informed, for both your crypto and your traditional finance data.
Where to find it
Click on Notifications in the main menu, at the bottom of the sidebar. Whenever there is something waiting for you, the menu item displays a red badge showing the number of active items, so you can immediately spot when something requires action, without having to search through your account.
What you will find inside
The Notification Center is organized in two sections:
Action required
This is where all your alerts now live.
Issues that need your attention, such as connection errors, missing data, or other important actions to keep your reports accurate. Each alert shows whether it comes from your Crypto or TradFi data, includes information about the issue, and takes you directly to the screen where you can resolve it with one click. Alerts remain visible until you fix them.
News for you
This is where informational notifications appear.
Messages that keep you updated but require no action, such as a report being ready, a completed import, or news from the Finbooks team. Unread notifications are highlighted and counted in a yellow badge.
Guides for each alert and notification
For detailed information on the different types of alerts and notifications and the actions you can take, check the individual help articles:
API Issues
Unlinked Transfers
Transaction limit
Potential transfers
Errors detected in a connecton
New APIs