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Hi 

I would like to create the system auto notification to appover when submitted the expenses claim.

Not sure anyone know how  to do the setting?

 

Hope to hear from you soon.

Thank you

Hi @erin

I have noticed that this has been discussed on following thread. 

https://community.acumatica.com/financials-7/how-to-create-approval-flow-in-expenses-claim-3983

Benjamin has updated the response to the above post and I have responded to your follow-up question as well. We have a sample notification on our Sales demo data as well. Here are the screenshots:

 

Hope that clarifies,

Regards,


@erin (Came across this when dealing with same issue - so adding to the response now)

 

 n1/2] If you are getting error “Unable to process approval notification. Create message failed. Email account should be defined” (pictured below): Go to the email template and add an email to the “From:” box.

 

<2/2] If emails are stuck all together

  1. Send and Receive Email
  2. Clock looking icon
    1. View
  3. Activate
  4. Schedule
  5. Update Execution Time (I have it set at every 1 minute)
  6. SAVE

 


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