Adaptive sends automatic email notifications to keep your team informed about important account activity. This article explains which notifications are automatic, who receives them, and how to manage the notifications you can control.
1. Default Notifications Overview
Default notifications are emails that Adaptive sends automatically based on specific account events. These notifications cannot be toggled off and are designed to ensure that critical updates are always communicated to the appropriate team members.
2. Vendor ACH Details Modified
When a vendor's ACH or bank account information is added, edited, or deleted, Adaptive automatically sends an email notification.
Who receives it: All users with the Manage Payment Vendors permission on the associated company, except the user who made the change.
What it includes: The name of the user who made the change, the vendor name, and a link to the vendor's profile.
3. Vendor Bank Account Archived
When a vendor's bank account is archived — for example, due to a failed ACH transaction (such as a returned payment) — Adaptive sends an automatic notification.
Who receives it: All Bookkeepers and Bosses on the associated company. If the bank account was originally set up by a specific user, that user is also CC'd on the notification.
What it includes: The name of the affected vendor.
4. Vendor ACH Details Provided
When a vendor submits their ACH or bank account information through a request, Adaptive sends an automatic notification.
Who receives it: All Bookkeepers and Bosses on the associated company.
5. Vendor Request Expiration Notifications
Adaptive sends automatic notifications when vendor-related requests expire without a response. These include:
ACH request expiration — when a vendor does not provide bank details before the request expires.
Document request expiration — when a vendor does not upload requested compliance documents before the deadline.
Purchase order signature request expiration — when a vendor does not sign a purchase order before the request expires.
Who receives these: The user who originally created the request.
6. Vendor Compliance Document Expiration
When a vendor's compliance documents (such as insurance certificates) are approaching their expiration date, Adaptive sends an automatic notification.
Who receives it: All Bookkeepers and Bosses on the associated company.
7. Bank Connection Requires Reauthorization
When a connected bank account (via Plaid) requires reauthorization, Adaptive sends an automatic notification.
Who receives it: All Bookkeepers and Bosses on the associated company.
8. Bill Payment Notifications to Vendors
Adaptive automatically notifies vendors (external users) about the status of their bill payments. These notifications include:
ACH Processing — sent when an ACH payment begins processing.
ACH Paid — sent when an ACH payment is completed.
ACH Failed — sent when an ACH payment fails.
Check Mailed — sent when a check payment is mailed.
Note: These notifications are sent to the vendor's email address and are not controlled by internal user preferences.
9. Customizable Notification Preferences
While default notifications cannot be turned off, Adaptive does offer customizable notification preferences for certain categories. To learn how to manage your notification settings, see Configure Your Notification Settings.
Summary of Key Points
Notification | Recipients | Can Be Turned Off? |
Vendor ACH Details Modified | Users with Manage Payment Vendors permission | No |
Vendor Bank Account Archived | Bookkeepers and Bosses | No |
Vendor ACH Details Provided | Bookkeepers and Bosses | No |
Vendor Request Expirations | Request creator | No |
Compliance Document Expiration | Bookkeepers and Bosses | No |
Bank Connection Reauthorization | Bookkeepers and Bosses | No |
Bill Payment Status (to Vendors) | Vendor | No |
Bill Approval Required | Assigned approver | Yes |
Bill Ready for Payment | User preference | Yes |
Receipt Review Required | User preference | Yes |
Comment Made / Mentioned | User preference | Yes |
AI Chat Mention | User preference | Yes |
If you have any additional questions please reach out to us directly at [email protected].