Ritzy Accounts • User Manual

Notifications

Stay informed in real time — receive instant pop-up messages from colleagues, and let Ritzy automatically remind your team about overdue invoices, payments and post-dated cheques.

Ritzy One • Accounts edition  |  Audience: All users & administrators

1 About notifications

Ritzy has two kinds of notification, both delivered to the same place — a pop-up in the corner of your screen and your personal inbox:

Same inbox for both
Automated alerts arrive exactly like a user message — a toast pop-up plus an entry in My Notifications — but their subject line names the alert (for example “Overdue invoices: 3”).

2 The notification pop-up (toast)

When a message arrives while you are logged in, a small toast pop-up appears in the top-right corner of the screen. Ritzy checks for new messages about every 15 seconds, so a message reaches you within moments of being sent.

The toast shows:

FieldMeaning
FromWho sent it (a colleague, or the system for automated alerts).
SubjectThe headline (up to 100 characters).
MessageThe full text (up to 2000 characters).
SentDate and time it was dispatched.

High-priority messages are highlighted in a soft amber colour so they stand out.

Toast buttons

Offline is fine
A message sent while you're logged out is not lost — it appears the next time you log in.
Ritzy Notification
From: USER1
Subject: Overdue invoice 14 day(s): INV-1001
Sent: 2026-06-19 13:54
Invoice INV-1001 for Acme Trading Co. is 14 day(s) overdue (USD 12,500.00) as of 2026-06-19.
1 of 11
Mark Read Next Reply… Close
Fig. The pop-up notification — mark it read, step through with Next, or Reply.

3 My Notifications inbox

Open My Notifications from the Tools menu (or the notification button on the toolbar) for your recent notification history. It has two tabs:

Notifications are kept for 7 days
To stop old alerts from piling up, Ritzy automatically removes any notification older than 7 days — it disappears from both the Received and Sent lists and stops popping up as a toast. The clean-up runs in the background at login; nothing needs to be done by hand. Anything you want to keep beyond a week should be acted on (or noted elsewhere) before it ages out.

Received

Every message sent to you. Columns: From (with a green/red presence dot), Subject, Priority (NORMAL/HIGH), Received, and Read (the time you read it, or (unread)).

Sent

Everything you've sent, with a Read column showing when each recipient opened it — so you can confirm your message was seen.

A small legend shows the dot meaning: Online Offline. Click Close to exit.

My Notifications
ReceivedSent
FromSubjectPriorityReceivedRead
USER1Overdue invoice 14 day(s): INV-1001Normal2026-06-19 13:55
USER1Overdue payment 7 day(s): PAY-1007Normal2026-06-19 13:542026-06-19 13:55
USER2PDC due tomorrow: PDC-1003High2026-06-19 13:47
USER1Overdue invoice 21 day(s): INV-0990Normal2026-06-19 13:402026-06-19 13:42
Refresh Online Offline Close
Fig. My Notifications inbox — bold rows are unread; the dot shows whether the sender is online.

4 Sending a message & presence

  1. Click Send Notification... (on the main toolbar / Tools menu).
  2. Tick one or more Recipients — each name carries a green (online) or red (offline) dot. Or tick Send to all users.
  3. Enter a Subject and Message.
  4. Choose a Priority — Normal or High (High shows amber).
  5. Click Send. A confirmation shows how many people it reached.
How presence works
While you're logged in, Ritzy quietly marks you active every 15 seconds. A colleague shows as online if they've been active in the last minute, and turns offline as soon as they close Ritzy.
Send Notification
Recipients:
Admin (ADMIN)
Alex Carter (ACARTER)
Bina Rao (BRAO)
Carlos Diaz (CDIAZ)
Dana Evans (DEVANS)
Sample User (SUSER)
Send to all users
Subject:
Hello
Message:
This is a sample message.
Priority:
Normal High
SendCancel
Fig. Send Notification — tick one or more recipients (or Send to all users), type a subject and message, set the priority, and click Send.

5 Automated Accounts alerts

Ritzy Accounts can watch your ledgers and raise a daily reminder when money needs attention. Three alerts are available:

AlertWhat it watches
Overdue InvoicesCustomer invoices (receivables) that are due or overdue and still unsettled.
Overdue PaymentsSupplier bills (payables) that are due or overdue and still unsettled.
Overdue PDC PostingPost-dated cheques (received or issued) that are due for posting.

Each alert message summarises the count and total amount, for example: “3 customer invoice(s) totalling 1,234.56 are due or overdue and still unsettled as of 2026-06-18. Review in Statement / Invoice Collection.”

In-app only
Accounts alerts are delivered as in-app notifications (toast + inbox). They are not emailed.

6 Configuring the alerts

Open Notification Alert from Accounts → Others. (An administrator typically sets this up.)

Master switch

Tick Enable daily accounting notification alerts to turn the system on. When it's off, no alerts fire and the per-alert rows are disabled.

Per-alert settings

Each of the three alerts is a row with these columns:

ColumnMeaning
AlertThe alert name (Overdue Invoices / Payments / PDC Posting).
EnabledTurn this specific alert on or off.
Lead daysHow many days before the due date to start alerting. 0 = on or after the due date only.
Recipients (users)Tick which users should receive this alert (multi-select).

Click Save to store the settings (“Notification alert settings saved.”), Undo to revert, or Close to exit.

Example
Enable Overdue Invoices with Lead days = 3 and recipient ACCOUNTSM → every morning ACCOUNTSM is reminded of invoices due within the next 3 days (and any already overdue).
Notification Alert

Daily reminders for overdue accounting items. Each enabled alert is sent once a day to its selected users.

Enable daily accounting notification alerts
Alerts
AlertEnabledLead daysRecipients (users)
Overdue Invoices0▲▼USER1 ▾
Overdue Payments0▲▼USER1 ▾
Overdue PDC Posting0▲▼USER1 ▾

Lead days = how many days before the due date to start alerting (0 = on/after due date). The daily run is performed by the first user to log in each day; recipients receive an in-app notification.

SaveUndoClose
Fig. Accounts Notification Setup — switch on the daily run, then per alert set Enabled, Lead days, and the recipient users.

7 When & how alerts fire

Who triggers it
The very first person to log in that day performs the scan in the background; if that person is also a recipient, they receive the alert too.

8 Tips & troubleshooting

I'm not receiving any alerts.

Check, in order: the master switch is on; the specific alert is Enabled; your user is ticked under Recipients; and that items actually fall within the Lead days window. Also remember alerts fire once per day — if a colleague logged in before you, the day's run is already done.

I didn't see the toast.

You must be logged in when it's sent; otherwise it waits in My Notifications for your next login. The toast also polls every ~15 seconds, so allow a moment.

A colleague shows offline but they're working.

Presence is a snapshot of their last 15-second heartbeat — refresh the Send dialog or inbox for the latest status.

My settings didn't save.

Use the Save button — closing the screen without saving discards changes.