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. |
|
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, and Location are dynamic values that display when they exist in the expense report. |
|
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 and Justification only display as a line-level violation when a policy violation occurs. |
|
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:
|
Airfare |
Airfare displays as a separate table on the notification because it's typically a large expenditure. |