Set Up and Use HTML Email Approval Notifications

You can conveniently receive HTML-based expense report approval notifications in emails.

Displaying Fields

The following table contains the rules that determine whether fields are displayed on HTML email approval notifications.

Value	Display Behavior on HTML Approval Notification
Currency	Amounts are converted to the approver's currency.
Expense Report Owner's Name Expense Report Total Purpose Expense Report Number and Submitted Date	The header section contains the Expense Report Owner's Name, Expense Report Total, Purpose, Expense Report Number, and Submitted Date. These values provide an overview of key expense report details.
Merchant Name Description Location	Merchant Name, Description, and Location are dynamic values that display when they exist in the expense report.
Date Expense Amount	Date, Expense, and Amount are static values that always display on the notification.
Itemizations	Itemizations only display if they exist for the parent expense item.
Violation Type Justification	Violation Type and Justification only display as a line-level violation when a policy violation occurs.
Project Task	Project and Task display for each itemized line if they're different for each itemized line. When they're the same, they display at the parent expense level.
Cost Center	Cost Center only displays if the cost center is different from the default cost center.
Sort Order	Expense item lines are sorted by: Absolute amount in descending order Date in ascending order Expense type in ascending alphabetic order
Airfare	Airfare displays as a separate table on the notification because it's typically a large expenditure.