Notification | CleverBalance

How do I open the Notifications page?

Short Answer: Open the Notifications page by clicking the bell icon in the header (top right) or by going to /notifications. PreRequisites 1. Be signed in to your account. Steps 1. Click the bell icon in the top-right header. The Notifications page opens showing the "Notifications" heading with "All" and "Unread" tabs. 2. Alternatively, navigate directly to /notifications in your browser. You land on the Notifications page. Troubleshooting 1. Clicking the bell icon does nothing. Likely Cause: Temporary UI issue, network problem, or browser extension interference. Action: Reload the page, try opening /notifications directly, or use a different browser. 2. The Notifications page opens but appears empty. Likely Cause: There are no current notifications or a filter is hiding them. Action: Check the message "Nothing new to see — yet." or switch between the "All" and "Unread" tabs. Note: The bell icon for notifications is located in the top-right header of the interface.

Last updated on Mar 12, 2026

How do I open the report linked from a notification?

Short Answer: Click the "View report" link on the right side of the notification to open the linked report. PreRequisites 1. Be signed in to your account. 2. Have permission to view the report (some reports may be private). Steps 1. Open the Notifications page. You will see a list of notifications with titles, descriptions, timestamps, and "View report" links. 2. Locate the notification you want to open and click "View report" on the right side. The linked report page opens if you have access. Troubleshooting 1. Clicking "View report" shows an access error or a message stating only authorized users can access. Likely Cause: The report is private and your account does not have permission. Action: Request access from the person named in the notification or from your administrator. 2. Clicking "View report" does nothing or the link fails to open. Likely Cause: Network issue, popup blocker, or a broken link. Action: Refresh the page, try a different browser, or open the link in a new tab. If it still fails, contact your admin or support team. Note: Notifications may include entries such as "Reconciliation completed" and display a blue "View report" link to access the report.

Last updated on Mar 12, 2026

How do I see older notifications or change pages?

Short Answer: Use the pagination controls at the bottom (for example "Showing 1–25 of 232", page numbers, "First", arrows, "Last") to move between notification pages. Answer PreRequisites 1. Be signed in to your account. 2. Have the Notifications page open. Steps 1. Scroll to the bottom of the Notifications list. The pagination row appears showing text like "Showing 1–25 of 232" along with page controls. 2. Click a page number, "First", "<", ">", or "Last" to move to the desired page. The notifications list updates to display items for the selected page. Troubleshooting 1. Pagination buttons such as "First" are disabled. LikelyCause: You are already on the first page. Action: Use a numeric page button or the ">" (next arrow) to move forward. 2. The page count or numbers look incorrect. Likely Cause: Temporary UI caching or delayed count update. Action: Refresh the page to reload the notification counts and pagination. Note: The pagination text typically appears as "Showing 1–25 of 232" on the Notifications page.

Last updated on Mar 12, 2026

How do I view only unread notifications?

Short Answer: On the Notifications page, click the "Unread" tab to show only unread items. PreRequisites 1. Be signed in to your account. 2. Have the Notifications page open. Steps 1. Open Notifications (click the bell icon or go to /notifications). The Notifications page appears with "All" and "Unread" tabs. 2. Click the "Unread" tab. The "Unread" tab becomes active (shown with a blue underline) and the list updates to show only unread notifications. Troubleshooting 1. Unread shows "Nothing new to see — yet." Likely Cause: You currently have no unread notifications. Action: Click "All" to view previous notifications, or wait for new events to appear. 2. Notifications you expect to be unread do not appear. Likely Cause: UI sync delay or cached page state. Action: Refresh the page, or sign out and sign in again to reload notifications. Note: The active tab is indicated by a blue underline in the Notifications interface.

Last updated on Mar 12, 2026

What does "Nothing new to see — yet." mean on the Notifications page?

Short Answer: It means the Notifications page currently has no items to show. The message also explains: "Everything's been reviewed. We'll notify you when there's something that needs your attention." PreRequisites 1. Be signed in to your account. 2. Have the Notifications page open. Steps 1. Open the Notifications page. You see the message "Nothing new to see — yet." when the notifications list is empty. 2. Read the secondary message shown below it: "Everything's been reviewed. We'll notify you when there's something that needs your attention." This indicates there are no pending notifications. 3. If you expected notifications, switch between the "All" and "Unread" tabs to check filters. This helps confirm whether notifications exist but are currently filtered out. Troubleshooting 1. You expected notifications but see the empty message. Likely Cause: You may be viewing the "Unread" tab while only read notifications exist, or no new events have been generated yet. Action: Click "All" to view past notifications, verify you're signed into the correct account, and refresh the page. Note: The exact empty-state heading displayed is "Nothing new to see — yet.

Last updated on Mar 12, 2026

What information does each notification show?

Short Answer: Each notification shows an icon (event type), a bold title (e.g., "Reconciliation made private"), a short description, a timestamp (e.g., "2 mins ago"), and sometimes a "View report" link. Answer PreRequisites 1. Be signed in to your account. 2. Have the Notifications page open. Steps 1. Open the Notifications page. You will see a list of notification items. 2. Read the notification details for each item: - Icon indicating the event type - Bold title describing the event - Description explaining what happened - Timestamp showing when the event occurred (for example "2 mins ago") This helps you understand who performed an action, what changed, and when. 3. If available, click the "View report" link. This opens the related report for additional details. Troubleshooting 1. The description text is truncated and you cannot see the full report name. Likely Cause: The list view shortens long text for readability. Action: Click "View report" or open the related item in the app to see the complete report details. Note: Example notification titles include "Reconciliation made private", "Reconciliation made public", and "Reconciliation completed".

Last updated on Mar 12, 2026

Why do I see a red dot on the bell icon?

Short Answer: The red dot indicates there are new or unread notifications. Open Notifications to review them. Answer PreRequisites 1. Be signed in to your account. Steps 1. Click the bell icon in the header or navigate to /notifications. [screen_2.png] The Notifications page opens and displays your recent or unread notifications. 2. Click the "Unread" tab to review notifications you haven’t seen yet. [screen_1.png] The red dot will usually disappear once unread notifications are viewed or marked as read. Troubleshooting 1. The red dot remains after viewing notifications. LikelyCause: Some notifications are still unread, or the UI hasn’t synced yet. Action: - Open the "Unread" tab and check for remaining items. - Refresh the page. - Sign out and sign back in if needed. - Wait a few minutes for the system to sync. [screen_2.png] Note: A red badge on the bell icon indicates that new activity requires your attention.

Last updated on Mar 12, 2026