Managing Organization Level Rejection Responses
Use the My Organization Settings page to view, create, or modify rejection responses across all projects in which the organization participates. These rejection responses will be displayed for Invoice Approvers to use when approving or rejecting an invoice. In addition to organization level rejection responses, Project Managers can also create custom rejection responses to uses for a specific project. For more information on selecting or creating project level responses, see topic Customizing Project Level Invoice Rejection Text.
Your access to the settings is dependent upon user roles and permissions.
- Only Project Managers with the Create Project permission can access the Project Settings page.
- Only Local and Enterprise Administrators can edit custom rejection text on the My Organization Settings page.
To create or edit organization-level rejection responses:
- Navigate to the My Organization Settings Page
- From under your organization name at the top of any page, select My Organization Settings.
- From the bottom of the My Organization Profile page, select the My Organization Settings link.
- Select the Manage Rejection Responses check box. A Manage Rejection Responses pane displays.
- Select the type of rejection responses you want to add or modify: Invoice Rejection Text, Good Faith Statement, or SOV Line Modification Text. Hover over the ? icon for more information on how each type of rejection response is used.
- Enter the rejection text.
- Select Save.
Last Published Wednesday, July 10, 2024