Expense Report Approval Alert Configuration Form

Use the Expense Report Approval Alert Configuration form of Alerts to select an existing rule for an alert or to create a new rule.

For this alert to work, you must select the Require Expense Report to be approved before posting option on the Setup tab in Configuration > Time and Expense > Company Expense.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > System Alerts.
2. From the Folders field on the Alerts Configuration form, select Accounting.

Contents

Field	Description
Employee Group Rules
Employee Groups	Select the employee group to which you want to apply the new rule, such as Administration or Engineering. Or, select [All Groups], which allows you to create global alert rules for all employee groups without having to create redundant rule settings for each group. Groups are created in Time and Expense Configuration.
Alert Rule Name	This field displays the names of existing alert rules; or, if you are creating a new alert rule, enter the name of the rule. You can change the name of an existing rule; however, all alert rule names must be unique.
Languages	This column displays if you use the Vision Multilingual module. Use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.
Delivery Options	You can select one or more of these options. Email Select this option if you want Vision to send the alert via email. Vision provides a link to the expense report in the email message. If you select this option, complete the Email Options fields. Dashboard Select this option if you want Vision to send the alert via the dashboard. Vision provides a link to the expense report in the alert. Alert Expense Report System Admins If you select this option, Vision will send an email message to users who are set up with System Approval rights on the Time and Expense tabs of Employee Info Center, as well as anyone who has Approval rights for the group you specified above. If you do not select this option, Vision will only send an email to anyone who has Approval rights for the group you specified above. Groups are created in Time and Expense Configuration.
Email Options	If you selected Email for the delivery option, these fields are activated.
Subject	Enter the subject text for the email.
Message	Enter the message text for the email. You can either enter text directly in this field or you can use the text editor, which provides formatting tools. If you want to specify the name of the employee in the text, you can enter [EMPL]; for example Alert for [EMPL]. Vision will replace [EMPL] with the name of the employee. If you want to specify the name of the project in the text, enter [PROJ].