🔔 Balance Alerts – Get Notified Before Your Funds Run Low

🔔 Balance Alerts – Get Notified Before Your Funds Run Low

Stay in control of your company’s cash flow with SiFi’s Balance Alerts. This feature helps you monitor account balances in real-time and ensures you’re never caught off guard by insufficient funds.

Whether you’re managing your main SiFi account or specific sub-account budgets, you can set Balance Alerts and make sure you act before it’s too late.


🚨 What Are Balance Alerts?

Balance Alerts allow you to:

  • Set custom threshold amounts for any funded account or budget

  • Receive instant notifications via Email or SMS

  • Stay informed in real-time as soon as your balance drops below your specified limit

  • Update, disable, or remove alerts at any time


This feature is perfect for finance managers, budget owners, and admins who need proactive visibility across both the SiFi account and team budgets.


⚙️ How to Set Up a Balance Alert

  1. Go to your Accounts section in the SiFi dashboard

  2. Choose the SiFi account or sub-account budget you want to monitor

  3. Click on “Add Alert”

  4. Enter your threshold amount

  5. Choose your preferred notification method:

    • âś… Email

    • âś… SMS

  6. Click Save


That’s it — your alert is now active. You’ll be instantly notified the moment your balance falls below the defined amount.


🔄 How to Manage or Remove Alerts

  • Navigate back to the Accounts section

  • Select the account or budget with an active alert

  • You can:

    • Update the threshold value

    • Switch between SMS or Email

    • Disable or Delete the alert entirely


You’re always in control.


📌 Things to Know

  • Balance Alerts can be set for both the SiFi account and sub-account budgets

  • You can configure different thresholds for different accounts

  • You’ll receive one alert per threshold breach

  • SMS alerts are sent to the registered mobile number in your profile

  • Email alerts go to your primary account email


đź§  Why Use Balance Alerts?

  • Prevent payment failures due to insufficient funds

  • Maintain operational liquidity across accounts and budgets

  • Take proactive action without checking balances manually

  • Avoid last-minute fund transfers or service disruptions


❓FAQs

Q1: Can I set different thresholds for different accounts or budgets?

Yes, you can configure alerts individually for both the main SiFi account and each sub-account budget.

Q2: Will I receive alerts for virtual or reimbursable accounts?

Currently, Balance Alerts are available only for funded accounts and budgets.





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