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Agency Wallet Usage Notification Feature
Agency Wallet Usage Notification Feature
We are excited to introduce the Agency Wallet Usage Notification Feature, designed to help agency owners monitor and manage wallet usage across their sub-accounts. This feature provides timely alerts when sub-accounts exceed predefined wallet usage limits, reducing unexpected charges and simplifying wallet management.
👀 What’s New?
Threshold Configuration:
Agencies can now set custom notification thresholds for wallet usage by their sub-accounts, ensuring better control over spending.Email Notifications:
Agency owners, along with specified admins or users, will receive email notifications when the configured wallet usage limit is exceeded.Retrospective Usage Calculation:
Notifications take into account wallet usage from the start of the selected period (daily, weekly, bi-weekly, or monthly), giving you a complete picture of wallet activity.Reduced Notification Spam:
To avoid cluttering inboxes, only one notification per sub-account will be sent each day, regardless of how many times the threshold is exceeded.🛠️ How to Use:
Access Configuration:
- Navigate to Agency View > Billing > Notifications > Wallet.
- Set Usage Thresholds:
- Enable the feature if it’s not already enabled.
- Click Add a condition to set your desired threshold and select the frequency of notifications.
- Optionally, add admin or user email addresses for notifications. The agency owner will always be notified by default.
Receive Notifications:
Once a sub-account exceeds the wallet usage threshold, you’ll receive a notification email for that sub-account on the same day.
🛠️ Why This Feature?
This feature helps agencies monitor high transaction amounts across their sub-accounts, preventing unexpected charges and reducing the likelihood of refund requests when re-billing isn't enabled. It’s a proactive tool to manage and control wallet expenses.
📌 What’s Next?
In future updates, agencies will have the ability to configure thresholds per sub-account for even finer control over wallet usage.