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.
Â
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.
Â
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.
Â