## Understanding the Agency Wallet Usage Notification Feature
Managing costs and monitoring expenses effectively is crucial for small to medium-sized businesses, especially those leveraging CRM systems like HighLevel, Kajabi, and Hubspot. Enter the Agency Wallet Usage Notification—a new feature designed to assist agency owners in keeping a tight rein on wallet usage across sub-accounts. If you’ve ever faced unexpected wallet charges, this tool might be just what you need to streamline budget management and improve financial oversight.
### What Makes This Feature Stand Out?
**Threshold Configuration:** Agencies can now set specific alert thresholds for wallet usage by sub-accounts. This customization allows for better financial oversight and helps prevent unanticipated spending.
**Email Notifications:** When a sub-account surpasses the wallet usage threshold, agency owners and designated admins or users will receive email alerts. These timely notifications enable quick responses and adjustments to spending patterns.
**Retrospective Usage Insight:** Notifications account for wallet usage since the beginning of the selected period, whether daily, weekly, bi-weekly, or monthly. This feature provides a comprehensive snapshot of the wallet activity for precise monitoring.
**Streamlined Notification System:** To avoid overwhelming inboxes, the system limits notifications to one per sub-account each day. This approach ensures necessary information is communicated without excessive alerts.
### Steps to Utilize This Feature
To get started with managing your financial controls, follow these steps:
1. Access the configuration settings by navigating to Agency View > Billing > Notifications > Wallet.
2. Set desired threshold levels by enabling the feature, if not already active.
3. Add a condition to define thresholds and select notification frequency.
4. Optionally, input additional admin or user emails for receiving alerts, though notifications are sent to agency owners by default.
### Importance of this Feature
The Agency Wallet Usage Notification tool helps agencies monitor and manage transactions, reducing unexpected charges. It’s a preventative measure designed to control wallet expenditures effectively, thereby minimizing the chances of refund requests due to unforeseen charges. By keeping budgets on track and expenses visible, it empowers agencies to maintain financial health and organizational efficiency.
### Looking Ahead
Future updates will enhance these capabilities even further, allowing agencies to configure wallet usage thresholds at the sub-account level. This increased granularity will offer even more targeted financial management.
Start your 14-day trial with us today to explore this feature and join our learning community. We specialize in building custom AI and automation systems for your unique business needs. Reach out to us now for tailor-made solutions that streamline your operations.
