Vyzer keeps you informed about important updates and events through two types of notifications:
In-App Notifications
Email Notifications
Accessing In-App Notifications
On the top-right corner of your Vyzer dashboard, you’ll notice a bell icon. This is your notifications hub. Each row in the notification panel represents a specific item, such as an asset or liability.
Clicking on a notification row will take you directly to the relevant item page for more details.
Types of Notifications
Vyzer provides notifications for the following scenarios:
1. Overdue Events
If you have an overdue event, such as an expected distribution that Vyzer could not confirm as received, or one that hasn’t been marked as confirmed by you, it will appear as a notification.
A red dot will display next to the specific item (asset or liability) to draw your attention.
Overdue events typically highlight items where actions from the past month are required.
2. Events with Suggested Transactions
Vyzer also notifies you when it identifies transactions in your synced accounts that match specific events tied to your assets, such as distributions or payments.
These notifications will appear with a blue dot next to the corresponding item (asset or liability).
You will need to confirm the match. If the asset is synced using VIP Sync, Vyzer might automatically approve the event for you.
Email Notifications
In addition to in-app notifications, Vyzer keeps you updated via email for key events. Here's how email notifications work:
Suggested Transactions
Emails about suggested transactions are sent once a week. These highlight potential matches between transactions in your synced accounts and events tied to your assets or liabilities.
Overdue Events
Once a month, Vyzer emails you a review of your overdue events, such as a distribution or payment that hasn't been confirmed, so you're reminded to review them.
Upcoming Capital Calls
The same monthly email lists capital calls due in the coming month, so you can prepare ahead of time.
Summary
Notifications ensure you never miss important updates about your assets or liabilities. With in-app alerts and regular email notifications, Vyzer keeps you informed about overdue events, suggested transactions, and upcoming capital calls, so you can take timely action.