Overview:
Business users can now receive daily, weekly, or monthly push notifications summarizing key financial insights for their businesses. With this feature, users can:
- Select the business dashboard they want to receive insights from.
- Enable push notifications for one dashboard per business they have access to.
- Receive a single, combined notification summarizing financial updates.
- Access this feature on both iOS and Android devices.
Current Limitation:
Previously, there was no way for users to receive automated financial insights updates within the app. This meant they had to log in manually to check their financial status.
Addressing Limitation:
With automated financial insights notifications, business users can:
✅ Stay updated on key financial metrics without logging in.
✅ Monitor business performance regularly and take proactive actions.
✅ Save time by receiving consolidated insights in a single notification.
1. For IOS:
- The user will be able to see the Financial Insights card on the Notification Settings page. Tap on the Edit button will take you to the next screen.
- The user will be able to choose one dashboard for every business (need to select at least one dashboard to receive push notifications) and choose the Frequency, either Daily/Weekly,/Monthly. Enable the Push Notification toggle button.
- The user has to choose the dashboard and frequency from the screen.
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Once the notification settings for financial insights are set by the user – based on the selected frequency, the user will be able to receive the financial insights push notifications.
- The user will receive a push notification in the notifications list
- When the user taps on the financial insights notification, he will see all the KPIs segregated by the business dashboard
2. For Android:
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