Set Up Alerts for Transaction Submitted

Transaction submitted alerts notify approvers that requests have been submitted. You specify who receives the alert, when, and under what conditions.

You can edit this alert only if the Enable transaction Center Approvals option is selected in the Transaction Center Approval Options section on the Transaction Settings form in Settings > Accounting > Transactions.

The alert's recipient must have security access rights to the specified type of transaction for the hyperlink to open the Transaction Posting application. You define transaction security rights in Settings > Security > Roles.

To set up transaction submitted alerts:

1. In the Navigation pane, select Settings > Accounting > Alerts.
2. In the grid of the Alerts form, click Transaction Submitted under the Alert column to display the Transaction Submitted dialog box.
3. On the Transaction Submitted dialog box, use the available fields and options to configure a new alert or modify an existing alert.
4. Click Save and Close to save the alerts that you created or modified on the Transaction Submitted dialog box and close it.
5. Select the corresponding check box under the Active column to enable the alert.