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Are the notifications in the bookkeeping emails correctly matching the enabled Bookkeeping Rules? Are notifications missing or showing up when not enabled?


If the notifications in the Bookkeeping Notification emails are not correctly matching the enabled Bookkeeping Rules, or if notifications are missing or showing up when not enabled, you can follow these steps to investigate and resolve the issue:

Verify Enabled Bookkeeping Rules:

  • Open Settings from top right corner in the Level program.

  • Navigate to the Bookkeeping Rules section.

  • Ensure that the Bookkeeping Rules you want to monitor are enabled. Check the "Enabled?" toggle next to each rule and make sure it is set to ON.

Review Email Preferences:

  • In the Preferences section in Settings, verify that the correct email addresses and recipient groups are set up to receive the Bookkeeping Notification emails.

  • Make sure that the emails are not paused if you want to receive them. The default setting is Enabled, but it can be set to Pause to stop receiving emails.

Check Recipient Group Settings:

  • Click on the Manage Recipient Groups button in the Preferences section.

  • Ensure that the correct rules are assigned to the appropriate recipient groups. Each group should have the desired Bookkeeping Rules checked to receive emails for those specific rules.

Match Notifications to Enabled Rules:

  • Review the content of the Bookkeeping Notification emails and match the notifications listed to the enabled rules in your settings.

  • Ensure that only the enabled rules are generating notifications. If you notice notifications for rules that are not enabled, there may be a configuration issue.

Investigate Missing Notifications:

  • If certain notifications are missing, check the Bookkeeping Reports feed and the interactive chart to see if those notifications are being detected but not included in the emails.

  • Verify that the notifications are indeed being generated by the enabled rules and are visible in the Level application.

Clear Browser Cache:

  • Clear your browser's cache and cookies to ensure that any cached data does not interfere with the functionality of the application.

Test with Different Browser:

  • Use a different web browser to see if the issue persists. Compatibility issues with specific browsers can sometimes cause problems with displaying or processing data correctly. Level is most compatible with Google Chrome or Mozilla Firefox.

Sync with QuickBooks Online:

  • Ensure that the sync with QuickBooks Online is functioning correctly. Go to Account > QuickBooks Online tab and verify that the status shows as Connected. Perform a manual sync if necessary to ensure all recent transactions are captured.

If the issue persists after trying these steps, contact Level Support for further assistance. Provide details about the discrepancies, including any alerts that are missing or showing up incorrectly, and the steps you've already taken to troubleshoot.

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