Notifications
What SaaSFlow notifies you about, and how to filter the notifications list by type and date.
SaaSFlow notifies you when something needs your attention — a bank connection broke, a customer's subscription changed, or a teammate mentioned you. Notifications appear under the bell icon in the top bar, which shows a badge with your unread count.
Click the bell to see your latest unread notifications, then See all to open the full Notifications page. Clicking a notification takes you to the thing it's about (the account, customer, or transaction) and marks it read.
What you get notified about
Notifications fall into four groups:
| Group | Notifications | Tells you |
|---|---|---|
| Connection issues | Bank connection error, Bank connection expired, Balance mismatch, Integration error | An account stopped importing, a balance no longer reconciles, or an integration needs reconnecting. |
| MRR / subscriptions | New, Upgrade, Downgrade, Cancellation, Reactivation | A customer's subscription changed — see MRR & subscriptions. |
| Comments & mentions | Tagged in comment, New comment, Liked comment | Activity on a transaction you're following — someone replied, liked your comment, or tagged you. |
| Assignments | Assigned to transaction, Assigned to multiple | A teammate assigned a transaction to you to review. |
Connection issues are the ones worth acting on quickly — an expired bank connection means no new transactions are importing until you reconnect.
Filter the list
Two filters sit at the top of the Notifications page.
Type
The Type filter is a single-select menu. Pick:
- All notifications — no filter (the default).
- A whole group — e.g. Connection issues to see every connection problem at once.
- A specific item nested under a group — e.g. Bank connection error on its own, or Cancellation under MRR / subscriptions.
This lets you check, say, connection issues independently from subscription changes.
Date
The Date filter limits the list to a time range — pick a preset like This month or Last 30 days, or set a custom range. All time spans from your earliest notification to today.
The two filters combine: Connection issues + Last 30 days shows only recent connection problems.
Manage notifications
- Open a notification by clicking it — it marks itself read and jumps to the related item.
- Mark all as read clears the unread badge in one click, from either the bell menu or the Notifications page.
- Bulk edit turns on checkboxes so you can select several at once and Delete them or Mark as unread.
Get notifications elsewhere
Connect Slack to push customer and subscription notifications into a channel your team already watches.