Overview
The Notifications screen provides users with system notifications and alerts, ensuring users stay informed about important events and tasks related to their SMSF and investment management. This feature is designed to improve task management and provide timely updates directly within the software.
Key Features
- System Alerts: Receive real-time notifications for important system events and updates.
- Task Reminders: Stay informed about pending tasks and deadlines.
- Customisable Notifications: Select and manage notification preferences according to your needs.
Navigation
To access the Notifications screen, follow these steps:
| From the Main Toolbar, go to Settings. |
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| Select Notifications |
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Using the Notifications Screen
The Notifications screen is divided into several sections:
1. Alerts Section
View system-generated alerts for actions required, reports processed, or updates on fund compliance status.
2. Reminders Section
Manage reminders for upcoming deadlines related to fund management tasks like lodgment dates or compliance checks.
3. Preferences Section
Customise the types of notifications you receive. Choose from categories such as compliance alerts, fund activity, and system updates.
4. History Log
Review past notifications to track previously addressed tasks and updates.
Tips for Effective Use
- Regular Checks: Regularly check the Notifications screen to ensure no important tasks or alerts are missed.
- Customise Alerts: Tailor notifications to suit your workflow, ensuring that you receive the most relevant alerts for your role.
- Enable Email Alerts: Consider enabling email notifications for critical updates so you can stay informed even when not logged into the software.