Select the functional role that should receive the notifications. This feature works with your selections in the Expense Report Types screen. Review the "Workflow" section of the Deltek Expense Getting Started Guide for more details.
Select Primary Role if you want the primary functional role for the task to be notified.
These options are not available if you selected "Overdue Signature" or "Overdue Receipts" for your filter on the Criteria tab. In those cases, the employee is notified.
Select Backup Role if you want the backup functional role for the task to be notified.
These options are not available if you selected "Overdue Signature" or "Overdue Receipts" for your filter on the Criteria tab. In those cases, the employee is notified.
Enter up to 254 characters for a note that will be used for tasks and alerts that are sent to the employee or functional roles for the selected expense reports.
Select this check box if you want to notify the selected recipients even if they have been notified before during another status inquiry.
Click Notify to send the selected notification information to the appropriate employees or functional roles.
