Customize your Watermarks
The eighth step is to setup watermarks in your Realtime Register account. Watermarks are threshold indicators to keep track of the development of your account's balance. By default, a number of levels are set. Each currency in your account has its own set of watermarks. You can set the number of levels and their heights to your own preferences. We advise to double check if the Watermarks defined by default need any adjustments/additions as the flow of funds in your account might require you to customize the watermarks according to your needs.
To customize watermarks in your account, follow the instruction below.
Login the portal and go to Finance Dashboard
The finance dashboard page provides all the information you'll need to keep your account's balance in check and obtain information invoices and transactions
- To configure the watermarks for your account, click the 'update' button behind the balance you wish to configure the watermarks for
- Define the watermarks for which you wish to get notified and click save
- You've now successfully setup watermarks in your Realtime Register account. Watermark notifications are sent through a notification rule that can be customized as well. More information on this topic can be found in the Setup notification rules article