Notifications
The Notifications panel shows system notifications and @mentions. It provides a centralized view of alerts, updates, and messages from other team members.
Message tabs
| Tab | Content |
|---|---|
| Inbox | System notifications, alerts, and @mentions from other users |
| Sent | Notifications you’ve triggered or replies you’ve sent |
Message actions
New message
Create a new direct message to team members:
- Click New to open the message composer
- Search and select recipients from your team
- Type your message
- Click Send to deliver
Hide read
Toggle to show only unread notifications. This helps focus on items requiring attention.
Mark as read
Click the check icon on any notification to mark it as read. Read notifications are filtered out when Hide read is active.
Reply
Reply directly to @mentions:
- Auto-prefills with @sender
- Opens quick reply interface
- Sends response as new notification
View
Click View to navigate directly to the source document where the notification originated.
@Mentions system
How it works
- Users can type
@in any notes field across the platform - Autocomplete shows users who can access that module
- When mentioned, the user receives a notification
- Notification links directly to the page where the note was made
Permission-based filtering
The @mentions system includes permission-based filtering:
- When typing
@in notes fields, only users with access to that module appear in autocomplete - Admins can be mentioned in any module
- Team members can only be mentioned if they have the relevant module permission
- This prevents notifying users who don’t have access to the context
| Context | Module | Who Can Be Mentioned |
|---|---|---|
| Quote Notes | Quotes | Admins + users with Quotes access |
| Invoice Notes | Invoices | Admins + users with Invoices access |
| Purchase Order Notes | Bills & Purchases | Admins + users with Bills access |
| Bill Notes | Bills & Purchases | Admins + users with Bills access |
| Job Notes | Jobs | Admins + users with Jobs access |
| Payroll Notes | Payroll | Admins + users with Payroll access |
| Inventory Notes | Inventory | Admins + users with Inventory access |
| Bank Notes | Bank | Admins + users with Bank access |
Example: In Quote notes, only users with Quotes access can be mentioned. In Job notes, only users with Jobs access appear.
Where @mentions work
You can use @mentions in notes fields across the platform:
- Quotes Notes
- Invoice Notes
- Purchase Order Notes
- Bills Notes
- Jobs Notes/Mentions
- Payroll Notes
- Inventory Notes
- Bank Reconciliation Notes
Reply functionality
Quick Reply: Reply directly from the notification panel (auto @mentions the original commenter)
View & Reply: Click link to navigate to the document, then reply in context
Notification types
System notifications
Automated alerts for system events:
| Notification | Trigger |
|---|---|
| @Mentions | When someone tags you in notes |
| Quote accepted/declined | Status changes on quotes you created |
| Invoice paid | Payment confirmations |
| Invoice overdue | Payment deadline passed |
| Leave approved/declined | Responses to your leave requests |
| Timesheet approved/rejected | Feedback on submitted timesheets |
| Pay run processed | Payroll completed |
| Low stock alerts | Inventory below threshold |
| Job status changes | Updates to jobs you’re assigned to |
| Bank reconciliation items | Items requiring attention |
Notification details
Each notification includes:
- Title: Brief description of the event
- Message: Additional context or quoted text
- Source: Document or record that triggered it
- Timestamp: When the notification was created
- Sender: Who triggered the notification (for @mentions)
Best practices
Daily workflow
- Check Unread Notifications stat on Dashboard first thing
- Review Inbox for @mentions requiring response
- Mark items as read once handled
- Use Hide read to focus on active items
Managing notifications
- Mark notifications as read to keep inbox clean
- Reply promptly to @mentions from colleagues
- Use View to navigate to context for full details
- Check Sent tab to see your own notification history
@Mentions etiquette
- Use @mentions when you need someone’s specific attention
- Don’t overuse—respect colleagues’ notification load
- Ensure the person has module access before mentioning
- Reply to @mentions you receive in a timely manner
Troubleshooting
Notifications not appearing
- Check the Sent tab if expecting your own notifications
- Verify Hide read isn’t active
- Some notifications require specific module permissions
- Ensure you’re a business member with appropriate access
Can’t mention someone
- Verify they have access to the module you’re in
- Admins can be mentioned anywhere
- Team members need specific module permissions
- Check that the user is an active business member
Not receiving @mentions
- Confirm your notification preferences are enabled
- Check you’re looking in the Inbox tab
- Verify the mentioner has permission to mention you in that context
- Check if notification was marked as read automatically
Reply not working
- Ensure you’re replying to a mention (not a system notification)
- Check network connection
- Verify you have permission to access the source document
Related pages
- Dashboard - Overview of all dashboard panels
- ToDo List - Personal task management
- My HR Panel - Quick access to HR functions
- Team Members - Managing team access and permissions
Last updated: February 24, 2026
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