Notification Preferences

Admins can set up notification preferences such that the approvers will be notified after the submission of transactions by a submitter and submitters will be notified after the approval of a transaction.

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Notify Approvers after the Submission of Transaction

Admins can set up preferences such that the approvers will be notified every time a transaction is created through email.To notify your approvers:

Go to Settings on the top right corner of the page.
Select Approvals under Organization.
Go to Sales Approvals or Purchase Approvals.
Select Send email notifications when transactions are submitted for approval under Notification Preferences.

For Sales Approvals, you can choose any one of the following options:

Notify all approvers when a non-approver submits a transaction
Notify all approvers when an approver/non-approver submits a transaction
Notify a specific email address

Note: If you’ve configured multi-level approval under purchase approvals, the email notification will be sent to the first approver (Level 1 approver). Once they approve, another email notification and an in-app notification will be sent to the next approver in line (Level 2 approver). Likewise, the email notification will be sent to all the subsequent approvers who are a part of the multi-level approval process.

Notify Submitters after Approval

To notify the submitter when a transaction is approved:

Go to Settings on the top right corner of the page.
Select Approvals under Organization.
Go to Sales Approvals or Purchase Approvals.
Select Notify the submitter when a transaction is approved under Notification Preferences.
Click Save.

Next >

Users and Roles in transaction approval

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