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How to receive notifications on approval scenarios

This guide provides steps on how to set up approval notifications so you stay informed about submitted and approved transactions.

Step by Step Guide:

    1. Navigate to Set Up Files > Approval & Posting Settings.

    2. Click Approval Scenarios.

    3. Use the Filters to narrow your search or click on one of the listed transaction types.

    4. Click the Transaction type.

    5. Select an option from the following drop-down box.

    6. Message on Submit - Click on the arrow and select from one of the following options to receive notifications on submitted transactions.

    • No message or email
    • Send message only
    • Send message and email

    Message on Approval - Click on the arrow and select from one of the following options to receive notifications on approved transactions.

    • No message or email
    • Send message only
    • Send message and email

    7. Click Save.