Transaction Entry File Approved Alert Configuration Form

The Transaction Entry File Approved alert allows you to determine who, when, and under what conditions Visions sends Transaction Entry File Approved alerts. These alerts inform requesters that their requests have been approved.

Location

To display the form, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. From the Folders field on the Alerts Configuration form, select Transaction Center.

Contents

Field	Description
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.
Enabled	Select this option to enable the rule. When the alert is Active, this feature allows you to enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is Active, then Vision will run any one of its Enabled rules. If the alert is not Active, then Vision will not run any of its rules, even if rules are Enabled.
Send To
Selected Employees	Click Search to search for and select the employees to which you want to send the alert.
Creator	Select this option if you want to send the alert to the creator.
Creator's Supervisor	Select this option if you want to send the alert to the creator's supervisor(s).
Submitter	Select this option if you want to send the alert to the submitter.
Submitter's Supervisor	Select this option if you want to send the alert to the submitter's supervisor(s).
Alert Criteria
Transaction Type	Select the transaction type that will generate this alert, such as Employee Expenses, Invoices, or <All Transactions>.
Delivery Options	You can select one or both of these options. Email Select this option if you want Vision to send the alert via email. 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.
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.