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How to Set Up P&L Summary Notifications

Automatic P&L summary notifications aren't available yet - they would live under Notifications, which is still marked "Coming Soon."

Steps

  1. Go to Settings → Notifications to confirm it's not yet active.
  2. For now, run your Profit & Loss report manually from Reports whenever you need a summary.
  3. Check back once Notifications launches for scheduled summaries.

Related Articles

  • How to Navigate the Notifications Section
  • How to Enable Low Cash Balance Alerts
  • How to Configure Notification Email Recipients

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