Alert Type: Deposit

  • Author
    by CJ Ezinne
    2 months ago
  • đź’° Deposit Alert Rules Guide (Lunova)

    Stay informed about important bank deposits by setting up custom deposit alerts in Lunova. Below is a complete list of supported rules for Deposit Alerts, including descriptions and condition options.


    đź§ľ Available Deposit Rule Attributes

    1. Total Amount

    Triggers based on the total amount of a deposit.

    Conditions Supported:

    • Greater than
    • Greater than or equal
    • Equal
    • Less than
    • Less than or equal

    Example:

    Alert me if a deposit is greater than $10,000.


    2. Payment Method

    Checks the payment method used in any of the deposit lines.

    Conditions Supported:

    • Equals
    • Does not equal
    • Contains
    • Does not contain
    • Starts with
    • Ends with

    Example:

    Alert me when a deposit is made using "ACH Transfer".


    3. Deposit To Account

    Matches the bank account the deposit was sent to.

    Conditions Supported:

    • Equals
    • Does not equal
    • Contains
    • Does not contain
    • Starts with
    • Ends with

    Example:

    Notify me if a deposit goes into "Operating Checking".


    4. Income Account

    Triggers based on the income account referenced in deposit line details.

    Conditions Supported:

    • Equals
    • Does not equal
    • Contains
    • Does not contain
    • Starts with
    • Ends with

    Example:

    Alert me if a deposit is tied to the "Services Revenue" income account.


    5. Entity Name

    Checks the entity (e.g., customer, vendor) that made the payment.

    Conditions Supported:

    • Equals
    • Does not equal
    • Contains
    • Does not contain
    • Starts with
    • Ends with

    Example:

    Trigger alert when "ACME Corp" sends a deposit.


    6. Currency

    Matches the currency of the deposit.

    Conditions Supported:

    • Equals
    • Does not equal
    • Contains
    • Does not contain
    • Starts with
    • Ends with

    Example:

    Notify me if a deposit is made in "CAD" instead of USD.


    7. Deposit Date

    Triggers if the deposit occurred within a number of days from today.

    Conditions Supported:

    • Within next X days

    Example:

    Alert me if a deposit is made in the last 3 days.


    âś… Example Deposit Alert Configuration

    {
      "name": "Large ACH Deposit",
      "email": "[email protected]",
      "isActive": true,
      "rules": [
        {
          "attribute": "Total Amount",
          "numericalCondition": "greater_than",
          "amount": 10000
        },
        {
          "attribute": "Payment Method",
          "textCondition": "equals",
          "paymentMethodName": "ACH"
        }
      ]
    }
    

    đź“© Notification Types

    Currently, alerts support Email notifications. More types (e.g. Slack, Webhooks) coming soon!

    ⸻

    ❓Need Help?

    If you’re unsure how to set up an alert, reach out to 📧 support@uselunova.com or check the full alert setup guide in the app.

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