Stay ahead of low balances in your team’s Wallets with Low Funds Alerts for Default and Shared Wallets. Receive automated email notifications when unallocated funds, allocated balances, or specific members’ balances fall below thresholds. These alerts help Workspace owners, admins, and senders manage budgets efficiently, prevent overspending, and maintain uninterrupted funding for your team.
 

⚠️ Important: This article does not cover User Default Wallets. Alerts for user Wallets are managed in a separate guide. Follow our separate guide here 👉 How To Set Up Low Funds Notification for Your User Default Wallet in a Company Workspace
 
 

This article includes sections:

• Activating Low Funds Notification Directly from the Wallet Dashboard
• Deactivating Low Funds Notification

Here is a step-by-step guide on How to Manage the Low Funds Notification in your Default and Shared Workspace Wallets

Navigate to the Wallets Page

• Click the Wallet icon or drop-down arrow in the top-right corner of the page to expand the Wallet menu.
• On the drop-down, you'll see options for your account's Wallets.

Locate the Company Workspace Wallet

• If you are a Workspace owner, you can set up Wallet settings for your team to either your Default Workspace Wallet or any other Shared Wallet(s) you created.

• If you are an admin or a sender, you will only have access to the Shared Wallet(s) that you personally created or were granted access to.

• ⚠️ Note: Only users with “Full Access” to the Shared Wallet can make changes to its settings, including configuring Auto Refill, Low Funds Alerts, and other Wallet management features.

Activating Low Funds Notification Directly from the Wallet Dashboard

• On the Wallet's page, click the SET UP button right next to Low Funds Alerts.

Owner's Default Workspace Wallet View:

Shared Wallet View:

Setting Up Low Funds Alerts

Low Funds Alerts notify you by email when balances drop below a set amount. You can configure alerts for unallocated funds, allocated funds, and additional members.

✨Note: You can set up multiple alerts at the same time by selecting more than one checkbox.

Unallocated Balance Alert

Use this option to receive notifications when your unallocated balance falls below a specific amount.

1. Check Receive Notification under UNALLOCATED BALANCE.

2. Enter the dollar amount in the NOTIFY WHEN BALANCE IS BELOW field.

   • Example: Enter 20 USD to receive an alert when the balance drops below $20.

3. This alert will trigger an email notification once the balance reaches the set threshold.

Allocated Balance Alert

This option notifies you when your allocated balance drops below a defined amount.

1. Check Receive Notification under YOUR ALLOCATED BALANCE.

2. Enter the dollar amount in the NOTIFY WHEN BALANCE IS BELOW field.

   • Example: Enter 20 USD to receive an alert when the allocated balance is low.

3. An email notification will be sent when the balance falls below the entered amount.

Additional Member Balance Alert

Use this option to receive notifications for specific members when their balances are low.

1. Check Receive notification for additional members.

2. Select a member from the Select Member dropdown.

3. Enter the dollar amount in the Notify when balance is below field.

4. Click Add Additional to include more members if needed.

5. Repeat the steps above for each additional member you want to monitor.

Save or Cancel

• Click SAVE to apply your Low Funds Alert settings.

• Click CANCEL to exit without saving any changes.

Confirmation

• A confirmation message will show, and you will be routed back to your Wallet dashboard. 
• You will find that the Low Funds Alerts status has already been changed to LOW FUNDS ALERTS: EDIT 
• A green status button will also appear, confirming that  Low Funds Alerts has been successfully enabled.

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Deactivating Low Funds Notification

• In your Wallet dashboard, click the EDIT button in the Low Funds Alerts section.
• Click on REMOVE NOTIFICATION.
• Once done, a confirmation message will show, and the status of Low Funds Alerts will change to SET UP.

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