Tasks and alerts

Tasks are the things Nella keeps an eye on for you: regular summaries that arrive on a schedule, and alerts that arrive when something changes. You switch them on and off, and choose when they run, on the Tasks page of your Nella portal.

Tasks Nella switches on for you

When you connect your accounting software, Nella turns on four tasks:

• Cashflow summary — every Monday at 08:30.
• Overdue invoices — invoices past their due date, oldest first, every Monday at 09:00.
• Monthly performance report — your management accounts, on the 3rd of each month.
• Connection check — tells you if Nella stops being able to read your accounting software.

All the tasks you can choose

On the Tasks page they’re grouped by topic: Cash, Debtors, Spend, Performance and Your connection.

Task	How often
Cash update	Daily, weekly or monthly
Cashflow summary	Daily, weekly or monthly
Revenue and spend	Daily, weekly or monthly
Overdue invoices	Daily, weekly or monthly
Aged debtor summary	Weekly or monthly
Top customers	Weekly or monthly
Margin watch	Weekly or monthly
Subscription review	Monthly
Monthly performance report	Monthly
Cash threshold alert	When it changes
Unusual spend alert	When it changes
Connection check	When it changes

Change a task

1. In your Nella portal, open Tasks.
2. Use the switch next to a task to turn it on or off.
3. Choose how often it runs (Every day, Every week or Every month), then the day of the week or the date (1 to 28), and the time (between 06:00 and 22:00).

There’s nothing to save — each change is kept as you make it, and you’ll see Saved.

Tasks run in your time zone, shown at the top as All times and your zone. If it’s wrong, change it there and every task moves to the same local time in the new zone.

How alerts work

• Cash threshold alert — enter the cash level you want watched. Nella tells you when your cash drops below it, and again when it’s back above. If your cash is already below the level when you set it, Nella treats that as the starting point and alerts you when it changes.
• Unusual spend alert — enter an amount, and Nella tells you when any cost line rises by more than that compared with last month.
• Connection check — tells you if Nella can’t reach your accounting software, and again when it’s connected.

Alerts tell you when something changes, not every day it stays the same, and the same alert won’t repeat within 20 hours — so they won’t fill your inbox.

Where tasks arrive

Tasks arrive in your Nella portal and by email, at the address shown under Where it lands on the Tasks page. Use Change in settings there to update it.

What Nella has run lists every recent run, including the ones with nothing to report.

Want something else watched?

Choose Request a task on the Tasks page and tell us what you’d like Nella to keep an eye on.

Your plan

All tasks are included during your free trial and on Nella Paid. Nella Lite doesn’t include tasks; a frequency your plan doesn’t cover shows Not in your plan.

Nella provides financial information and education, not accounting or tax advice.