With Soldo, you can set up low balance alerts for any of your wallets. When low balance alerts are activated, an email will be sent to the selected user(s) whenever the balance of the wallet drops below the amount specified, so you will know when to top up the wallet.
How to set low balance notifications for a User wallet
The steps in this guide provide general instructions for setting low balance alerts for a User wallet. However the steps can be applied to any of your wallets. For more information on accessing the alerts section for each wallet type, see the section at the bottom of this guide.
This guide will provide the steps required to set low balance alerts for a user wallet.
1. From the left-side menu select Users.
2. Select the user whose wallet you want to set up alerts for.
3. Select the Alerts tab.
4. Select the Checkbox for Low balance alert.
5. Enter an amount that will trigger the low balance alert notification.
6. Select the Add users.
7. Choose all of the users that you would like to receive the low balance alert email notification and then select Confirm.
8. Select Save to finalise your changes.
Set alerts for other wallet types
Set alerts for a Main wallet
1. From the left-side menu, select Wallets.
2. Select Main wallets.
3. Select the wallet that you want to set up alert notifications for.
4. Select the Alerts tab.
The remainder of the steps are the same as described in the guide above.
Set alerts for a Company wallet
1. From the left-side menu, select Wallets.
2. Select Company wallets.
3. Select the wallet that you want to set up alert notifications for.
4. Select the Alerts tab.
The remainder of the steps are the same as described in the guide above.
Set alerts for a Reserved wallet
1. From the left-side menu, select Cards.
2. Select the Company card that you want to set up alert notifications for.
3. Select the Alerts tab.
The remainder of the steps are the same as described in the guide above.
With Soldo, you can set up low balance alerts for any wallet. When an alert is active, we'll automatically send an email to the selected users if the wallet balance drops below the amount you’ve set. This helps you stay informed and top up the wallet in time.
You can set up alerts on:
- Main wallets
- Company wallets
- User wallets
- Reserved wallets
When you activate low balance alerts, you can choose who receives the notifications. You can select any user in your Soldo account — from admins and budget owners to individual users. You’re not limited to one person, so you can notify several people at once to make sure the right team members are always informed.
If you're a Plus or Unlimited customer using multiple currencies, you'll also be able to set up different alerts for each currency, just select the currency you want to configure from the Alerts tab.
How to set low balance notifications for a user wallet
- From the navigation menu, select Users.
- Choose the user whose wallet you want to set up alerts for.
- Go to the Alerts tab.
- Tick the Low balance alert checkbox.
-
Enter the balance amount that will trigger the alert.
Tip: When the balance drops below the amount you specify here, the alert will be triggered. A maximum of one alert will be sent every 24 hours while the balance remains below this amount. - Select the "Send email to" field.
- Choose the users who will receive the email alert, then select Confirm.
- Select Save to finalise your changes.
You can also set up low balance alerts for other wallet types, such as Main wallets, Company wallets and Reserved wallets by following the same steps.
Set low balance notifications for a main wallet
- From the navigation menu, select Wallets, then select Main wallets.
- Choose the wallet you want to set up alerts for.
- Go to the Alerts tab.
Set low balance notifications for a company wallet
- From the navigation menu, select Wallets, then select Company wallets.
- Choose the wallet you want to set up alerts for.
- Go to the Alerts tab.
Set low balance notifications for a reserved wallet
- From the navigation menu, select Cards.
- Choose the card that is connected to a reserved wallet.
- Go to the Alerts tab.
To stay in control of spending, you may want to combine multiple wallet alerts and automations. For example, you can set up low balance alerts and declined transaction alerts for the same wallet and choose different users to receive each alert if needed.
You can also set up automatic transfers to top up wallets automatically, either on a schedule or when the balance drops below a certain amount.