Expense Report Line Item Charge alerts are generated when individual line items are charged to a project. Recipients of this alert can be the Principal, Project Manager, and Supervisor.
However, if any of the recipients were not selected in Expense Configuration as able to approve line items, they are disabled. In addition, projects that do not have line item approval on do not get these alerts. Line item approval can be set on the Accounting tab of the Project Info Center form.
Prerequisites: Before you create Expense Report Line Item Charge alert rules, you need to create employee groups to which you apply the rule. See the Expense Report Configuration help for information on how to create groups. You must also set the
Expense Report Line Item Approval option to
On or
By Project in
.
To set up Expense Report Line Item Charge alerts, complete the following steps:
-
From the Vision Navigation menu, click
.
-
In the
Folders field on the Alerts Configuration form, select
Expense.
-
From the
Alert field, select
Expense Report Line Item Charge.
-
Select the
Active option to enable the alert throughout Vision; if no rules exist for this alert, the
Active field is disabled.
-
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.
-
To remove the option for this alert, delete
<options selected>.
-
Click
Save.