User Guide

Notifications

1. Notifications Settings [Email & SMS configuration]

1.1 Setting Notification SMS

To Send SMS notifications you need to setup SMS configuration details.Go to Settings -> Business Settings -> SMS settings from here we can set up SMS for most of the vendors having support for REST API, most of the support it. If not then check with your provider Go to the REST API documentation of your vendor. Contact your vendor if you can’t find it. Here you’ll find 3 different service type: Nexmo, Twilio, and others.

1.2 Setting headers

If required in your api, you can also set headers

Header 1 key: Header 1 value:

Header 2 key: Header 2 value:

Header 3 key: Header 3 value:

1.3 Setting Noti cation Email

Go to Settings -> Business Settings -> Email settings.Add all the Email SMTP configuration details & it will work.

1.4 Business-level mail setup

For sending mail notifications, the business-level mail setup should be done.For this provide the required details in Settings -> Business Settings -> Email settings.

1.5 Application-level mail setup

For the purpose of receiving forgot password reset link, the application-level mail setup is to be done on .env file.

2. Email Notification Settings

2.1 Email Setup in Business Settings

Emails to customers/suppliers and users can be sent through Ecuenta lite for various purposes.For example, Sale/Purchase Email Notification, Recurring Invoice Notifications etc.In order to send these notifications, the email details are to be set up in Business Settings.

3. Internal System Notification

Ecuenta lite generates notifications internally for certain activities.
The notification icon is present on the home screen, which when clicked displays the notifications in a pop-up window.

Following is the list of activities for which notifications are generated in Ecuenta lite.

1. Recurring Expense Notification

Whenever a recurring expense is generated at a specific time, it is notified.

2. Recurring Invoice Notification

Whenever a recurring invoice is generated at a specific time, it is notified.

3.1 Module Notifications

1. Asset Assigned For Maintenance (Asset Management Module)
Whenever an asset is assigned for maintenance and allocated to a particular user, the user will be notified.

2. Asset Maintenance – Status Changes (Asset Management Module)
Whenever the user changes the status of the asset allocated for maintenance, the user will be notified about it.

3. Document Share Notification (Essentials Module)
Whenever a document is shared with other users or updated, the other user will be notified about it.

4. New Leave Notification (HRM Module)
Whenever a user applies for a leave, the admin is notified about it.

5. Leave Status Notification (HRM Module)
Whenever the admin approves or cancels a leave, the user is notified about it.

6. Payroll Notification (Essentials Module)
Whenever a payroll is added for an user, the user will be notified about it. NOTE: To generate this notification, the “Send Notification” check box should be enabled while adding the payroll.

10. Spreadsheet Shared Notification (Spreadsheet Module)
Whenever a spreadsheet is shared with some user, the user will be notified about it.

11. Send Subscription Expiry Alert (Superadmin Module)
Whenever the subscription expires, a notification is sent to the user regarding it.
NOTE : The days before which the notification is to be sent before the subscription expires can be mentioned in settings.

12. Superadmin Communicator (Superadmin Module)
Whenever a message is sent by superadmin to businesses, the business admin will receive a notification.

13. Sync Orders Notification (Woocommerce Module)
Whenever all orders are synced from the Woocommerce App to POS notification is received in POS.