The Workflow Notifications tab displays the notifications and tasks that will take place when an event occurs.
Expense Report Notifications
| Field | Description |
|---|
| ER Interim Signature
|
Select the
Notification check box if you want this expense class to receive a notification when an interim signature occurs.
Note: If you want the employee to be notified when someone other than that employee signs the expense report, select the
Notification check box.
|
| ER Approved
|
Select the
Notification check box if you want this expense class to receive a notification when an approval occurs.
|
| ER Revised
|
Select the
Notification check box if you want this expense class to receive a notification when a revision has been made to the expense report.
|
| ER Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when an expense report is rejected.
|
| ER Voided
|
Select the
Notification check box if you want this expense class to receive a notification when an expense report has been voided.
|
| ER Paid
|
Select the
Notification check box if you want this expense class to receive a notification when an expense report has been paid.
|
| ER Charge Approved
|
Select the
Notification check box if you want this expense class to receive a notification when individual charge allocations are approved.
|
| ER Charge Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when individual charge allocations are rejected.
|
| ER Attachment Attached
|
Select the
Notification check box if you want this expense class to receive a notification when required items are attached.
|
| ER Attachment Recorded
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are recorded.
|
| ER Attachment Approved
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are approved.
|
| ER Attachment Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are rejected.
|
| Expense Imported
|
Select the
Notification check box if you want this expense class to receive a notification when expenses have been imported.
|
Expense Authorization/Advance Notifications
| Field | Description |
|---|
| EA Interim Signature
|
Select the
Notification check box if you want this expense class to receive a notification when an interim signature occurs.
Note: If you want the employee to be notified when someone other than that employee signs the expense report, select the
Notification check box.
|
| EA Approved
|
Select the
Notification check box if you want this expense class to receive a notification when an approval occurs.
|
| EA Revised
|
Select the
Notification check box if you want this expense class to receive a notification when a revision has been made to the expense report.
|
| EA Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when an expense authorization is rejected.
|
| EA Voided
|
Select the
Notification check box if you want this expense class to receive a notification when an expense authorization has been voided.
|
| EA Paid
|
Select the
Notification check box if you want this expense class to receive a notification when an expense authorization has been paid.
|
| EA Charge Approved
|
Select the
Notification check box if you want this expense class to receive a notification when individual charge allocations are approved.
|
| EA Charge Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when individual charge allocations are rejected.
|
| EA Attachment Attached
|
Select the
Notification check box if you want this expense class to receive a notification when required items are attached.
|
| EA Attachment Recorded
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are recorded.
|
| EA Attachment Approved
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are approved.
|
| ER Attachment Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when attachments are rejected.
|
| Advance Approved
|
Select the
Notification check box if you want this expense class to receive a notification when a cash advance approval occurs on an expense authorization. The
Task check box is disabled for this function because no further action is required once a cash advance approval occurs.
|
| Advance Rejected
|
Select the
Notification check box if you want this expense class to receive a notification when a cash advance has been rejected on an expense authorization. Select the
Task check box if you want this expense class to perform a task when the cash advance has been rejected on an expense authorization.
|
| Advance Paid
|
Select the
Notification check box if you want this expense class to receive a notification when a cash advance has been paid to the employee. The
Task check box is disabled for this function because no further action is required when a cash advance has been paid.
|
