Setting General Bank Import Notifications

Users with the Administrator role can set up general bank import notifications for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Email return address when a manual bank import is done	Check this box to send a success notification to your company's return email address whenever a manual bank statement import completes successfully. Clear this box if your company does not need to be notified of successful manual imports.
Email return address when an automatic bank import is done	Check this box to send a success notification to your company's return email address whenever an automatic bank statement import completes successfully. Clear this box if your company does not need to be notified of successful automatic imports.
Email return address if a manual bank import has issues	Check this box to send an error notification to your company's return email address when a manual bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with manual imports.
Email return address if an automatic bank import has issues	Check this box to send an error notification to your company's return email address when an automatic bank statement import fails or completes with errors. Clear this box if your company does not need to be notified of problems with automatic imports.

General Notices