Settings → Alert thresholds
Audience
Workspace owners and admins. Members can view thresholds but not edit them.
BOS surfaces alerts when certain metrics cross a threshold you have set. The Alert thresholds tab is where you configure those thresholds. Sensible defaults are pre-set when the workspace is provisioned; tune them to match how your business actually runs.
Categories of alerts
| Category | What it watches | Examples |
|---|---|---|
| Cash | Bank journal balances | Cash below threshold X |
| Receivables | Open customer invoices | Invoice overdue > N days |
| Payables | Open vendor bills | Bill due in < N days |
| Stock | On-hand levels | Product below reorder point |
| Pipeline | Open opportunities | Deal stuck in stage > N days |
| System | Platform health | Backup failed, integration disconnected |
Each category has multiple individual alerts you can enable, disable, or tune.
Editing a threshold
Click an alert row to expand its settings:
| Setting | What it controls |
|---|---|
| Enabled | Toggle the alert on / off |
| Threshold | The numeric value at which the alert fires |
| Severity | Info / Warning / Critical — affects badge colour and ranking |
| Notify | In-app only / + Email / + Matrix |
| Owner | Member who is responsible for this alert |
| Cool-down | Minimum hours between repeated firings |
Example — Cash below threshold
| Setting | Value |
|---|---|
| Enabled | ON |
| Threshold | BGN 50,000 |
| Severity | Warning at threshold, Critical at 50% of threshold |
| Notify | In-app + Matrix room |
| Owner | Finance lead |
| Cool-down | 24 hours |
This alert fires when the combined cash balance across all bank journals drops below BGN 50,000. It re-fires at most once per 24h even if the balance keeps oscillating around the threshold.
Example — Invoice overdue > 30 days
| Setting | Value |
|---|---|
| Enabled | ON |
| Threshold | 30 days |
| Severity | Warning |
| Notify | In-app + email to invoice creator |
| Owner | (per invoice — defaults to the salesperson) |
| Cool-down | 168h (1 week) |
The alert fires per-invoice; once acknowledged or paid, it does not re-fire.
Default thresholds shipped at provisioning
PLANA seeds sensible defaults at provisioning time based on tier:
| Alert | Starter default | Pro default | Enterprise default |
|---|---|---|---|
| Cash below | BGN 25,000 | BGN 50,000 | BGN 100,000 |
| Invoice overdue | 30 days | 30 days | 30 days |
| Bill due in | 7 days | 7 days | 14 days |
| Stock below reorder | per-product (from Odoo) | same | same |
| Deal stuck | 30 days | 30 days | 30 days |
| Backup failed | always | always | always |
| Integration disconnected | 6 hours | 6 hours | 1 hour |
You should review and tune within the first week of using BOS.
Severity → behaviour
| Severity | UI treatment | Notify by default |
|---|---|---|
| Info | Blue badge, no count in TitleBar | In-app only |
| Warning | Yellow badge, counted in TitleBar | In-app + email |
| Critical | Red badge, counted, persistent notification | In-app + email + Matrix |
The TitleBar shows the count of open Warning + Critical alerts. Info alerts don't add noise to the badge.
Cool-down — avoiding alert fatigue
The cool-down prevents a single condition from firing repeatedly. A useful pattern:
- Cool-down 24h for daily-checked metrics (cash, top-line revenue)
- Cool-down 1h for fast-moving metrics (real-time stock, system health)
- Cool-down 168h (1 week) for slow follow-ups (overdue invoices)
If a cool-down hides something important, drop it temporarily, fix the root cause, and re-enable it.
Custom alerts
The default categories cover most needs. For a custom alert — e.g. "alert me when category X stock drops below Y" — you have two paths:
- Workspace API + your own automation — your script queries PLANA via the API and emits an alert into Matrix
- Roadmap: custom alert rules in BOS — a UI to define arbitrary threshold rules across any reachable field. On the roadmap, not yet shipped
In the meantime, the workspace's Matrix room is a fine channel for ad-hoc alerts.
Owner per alert
When you assign a member as the owner of an alert:
- They are the one who receives the email / Matrix mention when it fires
- They are responsible for acknowledging or escalating
- The Alerts view groups alerts by owner so the dashboard shows ownership at a glance
Common assignments:
- Cash alerts → Finance lead
- Receivables → Sales lead or Finance
- Payables → Operations / Finance
- Stock → Warehouse manager
- Pipeline → Sales lead
- System → Workspace owner
Where to read more
- Alerts view — what to do when an alert fires
- Dashboard → Alerts summary — top-of-page count
- Settings → Workspace — workspace-wide defaults