Balance Threshold Settings

Balance Threshold Settings

Use this feature to receive an alert when a certain spending limit is reached.  All users on your account will subsequently be notified via email when the balance threshold is reached.

This alert will ONLY  be received by users if the Low Balance alerts have been enabled on their profiles.  It is advisable to set a balance threshold that is higher lower than the daily spending limit.

To set up a balance threshold amount, do the following:
  1. On the top navigation bar and then click on your organization menu
  2. Under the Settings tab, click on Balance Threshold and enter the desired amount
  3. Click on Save to update the changes.

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