Expense Report Line Item Rejected alerts are generated when a line item on a expense report is rejected. You specify who receives the alert, when, and under what conditions.
Prerequisites: Before you create Expense Report Line Item Charge alert rules, you need to complete or be aware of the following:
- Create employee groups to which you apply the rule. See the Expense Report Configuration help for information on how to create groups.
- Set the
Expense Report Line Item Approval option to
On or
By Project in
.
- If a URL is entered in the
Navigator URL field in
, the email alert will include links to both the Vision and the Navigator applications.
To set up Expense Report Line Item Rejected alerts, complete the following steps:
-
From the Vision Navigation menu, click
.
-
In the
Folders field on the Alerts Configuration form, select
Expense.
-
In the
Alert field, select
Expense Report Line Item Rejected.
-
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.