Set Up Alerts for Expense Report Line Item Charge

Expense Report Line Item Charge alerts are generated when individual line items are charged to a project. Recipients of this alert can be the Principal, Project Manager, and Supervisor.

However, if any of the recipients were not selected in Expense Configuration as able to approve line items, they are disabled. In addition, projects that do not have line item approval on do not get these alerts. Line item approval can be set on the Accounting tab of the Project Info Center form.

Prerequisites: Before you create Expense Report Line Item Charge alert rules, you need to create employee groups to which you apply the rule. See the Expense Report Configuration help for information on how to create groups. You must also set the Expense Report Line Item Approval option to On or By Project in Configuration > Time and Expense > System 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 Line Item Charge 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 Line Item Charge.
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.