> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Firm Alerts

> Issues and notifications needing your attention.

Client B's bank connection broke three days ago. You didn't notice because you were busy with other clients. Now their transactions are stale and you're behind on reconciliation.

Alerts prevent this. Problems across all your clients — disconnected banks, overdue filings, unusual transactions — surface in one place. Red means urgent. Yellow means soon. You see what needs attention before it becomes a crisis.

## Alert types

| Type         | Icon | Description               |
| ------------ | ---- | ------------------------- |
| **Critical** | 🔴   | Requires immediate action |
| **Warning**  | 🟡   | Needs attention soon      |
| **Info**     | 🔵   | FYI, no action required   |
| **Success**  | 🟢   | Completed or resolved     |

## Critical alerts

These require immediate action:

| Alert                 | Cause                             |
| --------------------- | --------------------------------- |
| Bank disconnected     | Plaid connection failed           |
| Negative cash balance | Account balance below zero        |
| Overdue filing        | Tax or compliance deadline passed |
| Failed payroll        | Payroll didn't process            |
| Bounced payment       | Payment returned or failed        |

## Warning alerts

Address these within a few days:

| Alert                    | Cause                              |
| ------------------------ | ---------------------------------- |
| Unreconciled (30+ days)  | Bank account not reconciled        |
| Large transaction        | Unusually large expense or deposit |
| Duplicate detected       | Possible duplicate transaction     |
| Document request overdue | Client hasn't responded            |
| Low cash warning         | Cash below threshold               |
| License expiring         | Business license renewal due       |

## Info alerts

For your awareness:

| Alert             | Cause                        |
| ----------------- | ---------------------------- |
| Client login      | Client accessed their portal |
| Document uploaded | Client submitted a document  |
| New transactions  | Bank synced new transactions |
| Report generated  | Scheduled report is ready    |

## Viewing alerts

### Alert center

Click the bell icon to see all alerts. Alerts are grouped by:

* Today
* This week
* Older

### Client alerts

View alerts for a specific client:

1. Open the client
2. Click the Alerts tab
3. See only that client's alerts

### Alert feed

The firm dashboard shows a real-time feed of alerts across all clients.

## Managing alerts

### Dismiss an alert

If an alert doesn't require action:

1. Click the alert
2. Click **Dismiss**
3. Add a note (optional)

Dismissed alerts move to your alert history.

### Snooze an alert

Delay an alert temporarily:

1. Click the alert
2. Click **Snooze**
3. Choose: 1 hour, 1 day, 1 week

The alert reappears after the snooze period.

### Resolve an alert

When you've addressed the issue:

1. Click the alert
2. Take the suggested action (if any)
3. Click **Mark Resolved**

## Alert rules

Customize what triggers alerts:

### Cash threshold

Set a minimum cash balance that triggers warnings:

1. Go to client settings
2. Set "Low cash threshold"
3. Get alerted when balance drops below

### Large transaction threshold

Flag unusually large transactions:

1. Set "Large transaction threshold"
2. Any transaction above this amount triggers an alert

### Inactivity alerts

Get alerted if a client has no transactions:

1. Set "Inactivity threshold" (e.g., 14 days)
2. Alerted if no new transactions in that period

## Notification preferences

Control how you receive alerts:

### Email notifications

| Setting        | Options                     |
| -------------- | --------------------------- |
| Immediate      | Critical alerts only        |
| Daily digest   | All alerts in morning email |
| Weekly summary | Weekly roundup on Monday    |
| Off            | Check dashboard only        |

### In-app notifications

Desktop and mobile notifications for urgent items.

### Team escalation

Set up escalation rules:

1. If alert not addressed in X hours
2. Escalate to senior team member
3. Notify firm admin

## Alert history

View past alerts:

1. Go to **Firm Settings → Alert History**
2. Filter by client, type, or date
3. See how alerts were resolved

History is retained for 12 months.

<Info>
  Alert history helps identify patterns — like clients who frequently have issues.
</Info>

<Card title="Client onboarding" icon="clipboard-check" href="/accountants/clients/onboarding">
  Set up new clients for success.
</Card>