Conversations
Employees can engage in conversations about specific vendor invoices, from within the Invoice Allocation workspace. If added to any other workspace as a customization, the functionality works as described in the succeeding sections.
The right-hand side of the workspace features a dedicated pane for messages, with the following key features:
Messages Area
This contains all the messages about the selected vendor invoice. If you want to delete the last message you sent, simply click the Delete icon to the right of that message.
Input Area
This is available at the bottom of the pane. You can type your message here, then press ENTER or click the paper plane icon to send. Each message has a 255-character limit.
Subscribing/Unsubscribing to a Conversation
Adding a message to any conversation automatically subscribes you to that conversation, enabling you to receive notifications for messages added to it. Click Unsubscribe if you wish to stop receiving notifications for a specific conversation.
If you want to add participants/subscribe others to a specific conversation, use either of two methods:
- Click the +Add Participant action, and select a user from the drop-down list. This action is only available if the conversation already contains messages.
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In the input area, mention a specific person by typing @[name] as part of your message. Mentioning a person automatically subscribes them to the conversation.
Notes:
- Typing @[name] only works if you are using Chrome or Safari.
- If you delete a message where you mention another user, iAccess deletes the message but retains the user as a subscriber to the conversation.
- You cannot unsubscribe other users from a conversation, so be careful when adding participants.
Notifications for Unread Messages
The top right corner of the menu includes a Notifications icon for unread messages. Click the blue button to expand your list of unread messages. Click a vendor invoice on the list to go directly to the conversation for that invoice.