Set Up Alerts for Expense Report Line Item Rejected

Expense Report Line Item Rejected alerts are generated when a line item on a expense report is rejected. You specify who receives the alert, when, and under what conditions.

Prerequisites: Before you create Expense Report Line Item Charge alert rules, you need to complete or be aware of the following:

• Create employee groups to which you apply the rule. See the Expense Report Configuration help for information on how to create groups.
• Set the Expense Report Line Item Approval option to On or By Project in Configuration > Time and Expense > System Expense.
• If a URL is entered in the iAccess for Vision URL field in Configuration > General > System Settings, the email alert will include links to both the Vision and the iAccess for Vision applications.

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 Rejected 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 Rejected.
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.