Set Up Alerts for Transaction Entry File Submitted

Transaction Entry file 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 Configuration > Accounting > Company Settings.

The alert's recipient must have security access rights to the specified type of transaction for the hyperlink to open the Transaction Entry application. You define transaction security rights on the Accounting Tab of Configuration > Security > Roles. On this tab, you must select either the Full Access to All Transaction Types option, or use the Transaction Type grid to select Enter option for the company and type of transaction.

To set up transaction Entry File Submitted alerts:

1. From the Vision Navigation menu, click Configuration > General > Company > Alerts.
2. In the Folders field on the Alerts Configuration form, select Transaction Center.
3. In the Alert field, select Transaction Entry File Submitted.
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.