Notifying a Supervisor or Approver About Required Approvals
You can notify supervisors or approvers by email when they need to approve expense reports, time entries, or purchase requests.
To notify supervisors of required approvals:
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Go to Setup > Accounting > Accounting Preferences and click the Time & Expenses subtab.
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Check the Automatically Notify Supervisor box.
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Click Save.
Now, whenever employees submit expense reports, time entries, or purchase requests, NetSuite notifies their supervisors or approvers by email. Supervisors also receive an email notification if any changes are made to expense reports, time entries, or purchase requests prior to approval.
If the Approval Routing feature is not enabled, the employee's immediate supervisor approves an expense report, time entry, or purchase request.
If you use custom approvals for time entries, the Automatically Notify Supervisor preference does not apply.
Using the Approval Routing Feature
When this Approval Routing feature is enabled, an approval hierarchy can be set up with a series of designated approvers. For more information, see Approval Routing.
After approval routing is set up, note the following. All expense reports, time entries, and purchase requests must be entered through the Employee Center to maintain the hierarchy of approval routing. Employees with additional assigned roles should log in with their Employee Center role to enter expense reports, time entries, or purchase requests.
Using SuiteFlow for Purchase Approvals
If you use SuiteFlow to process purchases using custom workflows, notifying supervisors or approvers must be part of the workflow that you create. For more information, see Using Custom SuiteFlow Workflows for Approval Routing.