Workflow Notifications Tab
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. |