Transaction Entry File Submitted Alert Configuration Form

The Transaction Entry File Submitted alert allows you to determine who, when, and under what conditions Visions sends Transaction Entry File Submitted alerts. These alerts inform request approvers that requests have been submitted.

Parent Topic: Alerts Configuration Form Overview

Location

To display the dialog box:

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

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.
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.

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 into this field or you can use the text editor, which provides formatting tools.