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How to manage your email notifications

Choose what account events will trigger an email notification

Written by Daniel Little
Updated over 2 weeks ago

You can customise which events trigger email notifications from Link My Books by adjusting your preferences on the Notifications settings page.

How to Access the Notifications Page

To manage your email notification settings:

  1. Go to Settings in the main menu

  2. Select Notifications from the dropdown

A screenshot of the notification settings page within the Link My Books application.

Notification Preferences

On the Notifications page, you can choose to enable or disable different types of emails:


Account Related

  • When a new settlement is imported

  • When a settlement is sent to Xero

  • When a settlement contains an error - โš ๏ธ We recommend leaving this turned on so you're notified if a settlement requires your attention.


Analytics

  • I want to receive monthly summary emails - Receive a monthly email summarising your business performance.


Marketing

  • I want to receive marketing emails (Optional) - Get newsletters, product updates, and exclusive offers from Link My Books.


Update your preferences any time to stay in control of the notifications you receive.

Not Receiving Notification Emails?

If you have notifications enabled but aren't receiving emails, try the following steps:

  1. Check your spam or junk folder. Link My Books notification emails can sometimes be caught by spam filters. If you find our emails there, mark them as "not spam" to ensure future emails arrive in your inbox.

  2. Verify your email address. Make sure the email address on your Link My Books account is correct and up to date. You can check this in Settings. If you recently changed your email address, notifications will be sent to the new address.

  3. Check that the specific notification type is toggled on. Return to the Notifications page and confirm the relevant checkbox is ticked. Sometimes browser issues can cause a toggle to appear enabled without the change being saved โ€” try toggling the setting off and on again, then click Save Preferences.

  4. Check if you are an additional user. Some notification types are only sent to the account owner. If you are an additional user (e.g. a bookkeeper or team member), you may not receive all notification types. Ask the account owner to check their inbox.

  5. Check your email provider's filtering rules. Some email providers or corporate email systems have strict filtering rules that may block automated emails. Try adding [email protected] and [email protected] to your contacts or safe sender list.

If you've tried all of the above and are still not receiving notifications, please contact the support team. Let us know which notification type you're missing (e.g. settlement imported, settlement error) and the email address on your account, and we'll investigate further.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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