Click each step to follow the guide. You can also use the arrow keys on your keyboard.

  • Note: This is only available on a desktop and laptop computer? It can’t be managed on a mobile phone or tablet.
  • 1. After logging in (read the How do I sign in? topic) and selecting Bill Analyser. Choose the level of account desired from the accounts hierarchy list.
  • 2. Click REPORTING.
  • 3. Click Watchpoints.
  • 4. Click Create new Watchpoint.
  • 5. Choose a name for your watchpoint e.g. "New Watchpoint Spend".
  • 6. Choose a target level for the watchpoint and a watchpoint type.
  • 7. Click Next.
  • 8. Choose the Watchpoint Alert Period (E.g. Quarterly).
  • 9. Choose a filter (E.g. More than).
  • 10. Choose the Amount at which the Watchpoint is triggered (E.g. £100.00).
  • 11. Click Next.
  • 12. Click Finish.
  • 13. You can see your alerts under Watchpoint Alerts.