Adding a Reminder for Vendor Prepayment Approvals to the Employee Center Dashboard
You can add a reminder showing vendor prepayments pending approval to the Reminders portlet on the Employee Center dashboard. This provides quick access and approval workflow for vendor prepayments. For more information about dashboard portlets, see Dashboard Portlets.
When you use the Employee Center role, the reminders portlet is available on the Employee Center dashboard by default. If the Reminders portlet is not available, see Adding a Portlet to a Dashboard for instructions.
Before you add vendor prepayment approvals to the Reminders portlet, you must customize the Employee Center role for use with vendor prepayment approvals. The Vendor Prepayments to Approve reminder is only available after customization. For more information, see Configuring Vendor Prepayment Approvals in the Employee Center
To add a reminder for vendor prepayment approvals to the Employee Center:
-
Log in to NetSuite with an Employee Center role customized for use with vendor prepayment approvals.
-
By default, the Reminders portlet should be available on your dashboard. If the portlet is unavailable, see Adding a Portlet to a Dashboard for instructions on how to add portlets.
-
Point to the menu icon, and then click Setup.
-
In the Select reminders menu, click Vendor Prepayments to Approve.
-
Click Save.