Set Up Alerts for Transaction Entry File Submitted

Transaction Entry file Submitted alerts inform 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.

To set up transaction Entry File Submitted alerts, complete the following steps:

  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 throughout Vision; if no rules exist for this alert, the Active field 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.