Alerts

The Overdue approval alert functionality lets you send an automatic email reminder to ensure that expense reports are approved in a timely manner.

To create an Overdue approval alert:

1. Go to Administration > Application Settings > Expenses > Alerts.

2. Select New Overdue approval alert from the Create Button. The Overdue approval alert form displays.

3. Name the alert.

4. Under Alert runs on, select the day and time when the Alert should run.

5. Under Rule, define the appropriate selection rules for why the employees would receive an email alert.

6. Check the box to specify Employees/Departments in filter and click Create to identify departments and employees to specify who receives an email alert.

7. Use the Email notification section to define the email sender, subject and text, and decide whether to copy other employees on the alert email.

   Note:

   Depending on your account configuration, sending system-generated email from a custom address may not be permitted. When this is the case, a note under the text box advises you so, and email is sent from [e-mail]. See also Email Settings.

8. Add notes, as desired. These notes do not appear anywhere in the alert; they are for informational purposes, such as remembering why the alert was created.

9. Select Active alert to make this alert active.

10. Click Save.