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Notifications show completed or failed imports and Exports, and Workspace invitations. Activity records changes in the active Workspace.

Open notifications

Select the notification bell. A red dot indicates that at least one notification is unread. Use the tabs to filter the list:
  • All contains all notifications available to you.
  • Documents contains completed or failed imports and bulk actions.
  • Exports contains completed or failed Exports and document archives.
  • Mentions contains mentions and replies to notes.
Use the Workspace menu above the tabs to limit the list to one Workspace. All workspaces shows notifications from every Workspace you can access. This browser keeps your last choice. Select the document, contact, Export, or Workspace name in a notification to open the related item. Following the link marks the notification as read. If the item belongs to another Workspace, Billpal switches to that Workspace before opening it. Select Mark all as read to clear the unread status for notifications in the current Workspace menu. With All workspaces selected, this covers every Workspace. This action does not delete notifications or reverse the related events.

Dismiss notifications

Select Dismiss all to remove notifications in the active tab from the list. The Workspace menu narrows this the same way. Dismiss all keeps notifications that still offer an action, such as a Workspace invitation or a connection that must be reconnected. If no notification can be dismissed, the button shows Close instead. A dismissed notification reappears when a new event of the same kind occurs, for example when the same connection fails again.

Take action from a notification

Some notifications provide a direct action. Depending on the event, you can:
  • accept or dismiss a Workspace invitation,
  • retry a failed document import,
  • reconnect or reactivate a capture connection,
  • download a completed Export, or
  • start or connect a suggested supplier portal.
Dismissing an item removes the notification from the list. It does not delete documents or Exports.

Review Workspace activity

Open Activity in the sidebar. The feed contains events for the Workspace that is currently open. All shows every event. Use the Documents, Transactions, Contacts, Exports, Rules, and Workspace tabs to filter by area. Use the search field to find a person, document, contact, or action. Use the date control to limit the period. Activity includes events such as:
  • documents captured, split, changed, linked, reviewed, or deleted,
  • statements imported or undone, and transactions changed, matched, hidden, shown, moved, or deleted,
  • contacts created, changed, merged, or deleted,
  • rules changed and actions applied by rules,
  • Exports completed, failed, or deleted,
  • invitations, role changes, and members joining or leaving, and
  • changes to Workspace settings, connections, Tags, guidelines, and the chart of accounts.
For changes made through ChatGPT or Claude, the activity entry also identifies the app. The person who authorized the connection remains the actor whose permissions were used.

Download activity as CSV

Select Download CSV on the Activity page. The file uses the active tab, search query, and date range. Apply the required filters before downloading it. If the selected period contains too many activity entries, select a shorter date range and download the file again.

Review activity for one record

A document has an Activity tab. A contact shows its Activity panel next to the contact details, or below them on a small screen. Use these to review the history of one record. Use the main Activity page to review changes across the Workspace.