Expense Report Approval alerts allow you to send notification to approve a submitted expense report. This alert is triggered by the process server. You specify who receives the alert, when, and under what conditions.
Prerequisites: Before you create Expense Report Approval alert rules, you need to create employee groups to which you apply the rule. See the Expense Report Configuration Overview help topic for information on how to create groups. You must also select the
Require Expense Report to be approved before posting option on the Setup tab in
.
To set up Expense Report Approval alerts, complete the following steps:
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From the Vision Navigation menu, click
.
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In the
Folders field on the Alerts Configuration form, select
Expense.
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In the
Alert field, select
Expense Report Approval.
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Select the
Active option to enable the alert throughout Vision; if no rules exist for this alert, the
Active field is disabled.
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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.
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To remove the option for this alert, delete
<options selected>.
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Click
Save.