Are you experiencing discrepancies in the number of Bookkeeping Notifications displayed on the dashboard compared to the actual notifications detected by Level within the specified reporting period?

If there are discrepancies in the number of Bookkeeping Notifications displayed on the dashboard compared to the actual notifications detected by Level within the specified reporting period, you can follow these steps to investigate and resolve the issue:

Verify Reporting Period Settings:

• Ensure that the reporting period selected on the dashboard matches the period for which you are expecting notifications. You can adjust the reporting period by clicking the tabs in the top right corner of the dashboard to select the desired timeframe (last 30 days, last 90 days, or last 12 months).

Check Alert Type Filters:

• Confirm that the filters applied for Alert Type are correctly set. The dashboard allows filtering by specific alert types, and incorrect settings may result in discrepancies in the displayed notifications.

Review Bookkeeping Reports Feed:

• Compare the number of notifications displayed on the dashboard with the Bookkeeping Reports feed. Each report in the feed lists the dates and the total number of notifications detected on that date. Verify if the numbers match the dashboard display.

Inspect Interactive Chart:

• Use the interactive chart on the dashboard to check for any missed notifications. Hover over the dots representing dates to see a summary of the Bookkeeping Notifications for each day, and compare these numbers with the dashboard display.

Sync with QuickBooks Online:

• Ensure that the Level and QuickBooks Online sync is functioning correctly. Go to Account > QuickBooks Online tab and check the integration status. Perform a manual sync if necessary to ensure all recent transactions are captured.

Investigate Specific Notifications:

• Open individual Bookkeeping Reports by clicking on the reports in the feed or on the dots in the interactive chart to review the detailed list of notifications. This will help identify any specific notifications that may not be showing up on the dashboard.

If discrepancies persist after following these steps, it may be helpful to contact Level Support for further assistance to ensure that all alerts are being accurately detected and displayed on the dashboard.