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Different kinds of notifications go to different default recipients. For some kinds of notifications, you can change who gets the notification.

Account notifications

When account information is changed or an account gets locked, a notification goes to the person who uses the account.

Billing notifications

When you send an invoice or statement, by default a notification goes to the client.

You can change who gets this notification so it goes to the client's billing contact instead, by adding a relationship between the billing contact and the client.

Document notifications

When your staff requests a document or a document approval from a client, or sends a file link to a client, the staff member can decide who gets the email notification by entering an email address in the Recipient field. Similarly, when a client sends you a document link, they decide where to send the email notification using the Send to field.

When a client responds to a document or approval request, the staff member who requested it gets the notification.

When a staff member adds documents to a shared folder, a notification goes to all contacts who have access to that shared folder. When a client adds documents to a shared folder, by default a notification goes to your Onvio Firm administrator.

You can change who gets this notification so it goes to another staff member instead, by assigning them as a partner, manager, or associate for that client.

Project notifications

Both the Primary and Secondary assignments get notified when a task is ready. You will be notified when you have a Task ready to be worked on.  Utilize this new feature by enabling the new notification in setup.

Notifications

Add relationships

Set up staff assignments