Notifications are "beta" features that bring new and useful capabilities to the Flexi web application, such as notifications about errors in documents, unmatched bank documents, documents without reminders, and more. These features are currently in beta, so they may continue to evolve in the future. There is no reason to be concerned, though. Start using them and make it easier to find problems in your data.

Notifications are available in all Flexi license variants. As with other parts of the application, Notifications have specific permissions that the user under whose account the tasks run must have. A user with lower permissions or a lower license will not see notifications that require higher permissions or a higher license.

You can turn on Notifications in the Flexi web application under Settings in the My Settings section by opening the Notifications item.

Individual features are turned on using the switch on the right. You can also run a task immediately using the Run now link with the lightning bolt icon.

Notifications are broadly divided into Alerts and Automatic Checks. Most features work as notifications for the user: once a feature is turned on, the Notifications section shows you a list of documents or accounts that the service has found that need correcting. You can see the current list of alerts on the Alerts tab:

Below, we describe how each feature behaves. As mentioned above, notifications are divided into alerts and automatic checks. Alerts notify the user of a list of data errors in the Notifications section, while checks verify document settings with regard to the correctness of accounting entries.

Background processes and sending of notifications run once a day. The processes go through items that are 6 to 12 months old. You can also trigger a process once using the lightning bolt icon (Run now).

The first switch, Turn on alerts, enables automatic execution of all activated tasks below it. It ensures that tasks that run in the background (meaning they don't slow down the application) and gather data display their results in the Notifications section with a "bell" icon.

This task finds all documents that should be posted.

This task lists in the notification all received invoices that have the same variable symbols.

This task lists in the notification all received invoices that have the same incoming numbers.

This task finds all documents that were previously paid but no longer are (the payment was unmatched).

This task finds documents that contain a bank account number that does not match the bank account number listed for the company in the Address Book.

This task finds all bank transactions that were previously matched but no longer are (the payment was unmatched).

This task generates notifications about companies whose bank details have changed. The notification prompts you to make a change, or you can view more information about which records are being changed.

This task lists invoices that are overdue and for which payment reminders can be sent.

This task lists tasks with a status other than Done or Rejected.

Automatic checks are turned on in a separate Automatic Checks tab. They run in the background once a day and are turned on using the Turn on automatic checks switch.

If we run the checks immediately (Run now, lightning bolt icon), the check of documents from the last 30 days starts right away. If we activate the checks in the background, they run every day and again check documents from the last 30 days.

The checks also offer their own Checks module, where we can define a custom period for finding documents for individual checks, for example if we want to check an entire accounting period or a selected period from one date to another. This module is intended for one-time bulk checking of all documents in the company. Open it using the Checks link at the top of the Automatic Checks tab or by searching for "Checks" in the top search bar.

In the module, you select the period (preset, from–to, or advanced), the date by which documents are selected (from the check definition, or the date of taxable supply), and the checks that should be run. You can also turn them all on at once using the Select all switch.

In the Accounting Journal section, you can turn on a check that verifies whether all documents are posted correctly.

In the Issued Documents section, you can turn on checks related to Reverse charge settings, OSS, and more. You can see the list of checks with descriptions in the screenshot:

In the Received Documents section, you can turn on checks related, again, to Reverse charge settings, purchases from outside the EU, VAT line settings for documents above or up to CZK 10,000, and more. You can see the list of checks with descriptions in the screenshot:

When you open this register, you get an overview of all evaluated actions that you have run.

From the notification window, you can go directly to the lists of documents shown in blue, such as those with duplicates, missing postings, and the like. After you resolve all discrepancies, you can mark the notification as read using the green "checkmark" in the upper right. Read notifications remain in the list, and you can return to them.

Each notification also has its own menu with "heart" and "more" buttons.

The "Turn off this notification" option deactivates the notification, and this notification will no longer be sent in the future.