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Manage notification settings is where you customize the notification emails Lemma sends to you. These preferences belong to your Lemma user account. You can keep separate preferences for each entity or turn on Share these settings across all my entities to use one set everywhere.

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Approvals and alerts

Choose the alerts you want to receive:
  • Microdeposit emails when microdeposits arrive in your bank accounts
  • Transfer approval emails when a transfer requires your approval
  • Cash sweep approval emails when editing a cash sweep requires your approval

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Money in, money out, and declines

Choose which transaction types should send an email when money moves or a payment is declined. You can set preferences separately for money in, money out, and declines.

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Money in

  • ACH transfers
  • Wire transfers
  • Check deposits
  • Card processing

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Money out

  • ACH transfers
  • Wire transfers
  • Checks sent
  • Card processing refunds and chargebacks

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Declines

Emails are on by default for owners, CFOs, and Accounting members. See Email notifications for details. For each section, you can set a minimum amount. Leave the minimum amount empty to receive notifications for every matching transaction, or enter an amount to receive notifications only when the transaction meets that threshold.

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Update your preferences

  1. Open Manage notification settings.
  2. Turn on Share these settings across all my entities if you want one set of preferences everywhere.
  3. Select the approval, alert, and transaction notifications you want.
  4. Set thresholds for money-in, money-out, and decline notifications when needed.
Changes save as you make them.