Set Up Alerts for Expense Report Approval

Expense Report Approval alerts notify an approver about a submitted expense report. This alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.

Prerequisites: Before you create Expense Report Approval alert rules, you need to create employee groups to which you apply the rule. You must also select the Require Expense Report to be approved before posting option on the Setup tab in Configuration > Time & Expense > Company Expense.

If your firm uses multiple companies, this alert only applies to the employees that are active in the company for which the alert is configured.

To set up Expense Report Approval alerts:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Alerts Configuration form, select Expense.
3. In the Alert field, select Expense Report Approval.
4. Select the Active option to enable the alert. If no rules exist for this alert, the Active option is disabled.
5. Click Options to select an existing alert rule or to create a new rule. If a rule was already assigned to this alert, <options selected> displays in this field.
6. To remove the option for this alert, delete <options selected>.
7. Click Save.