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How to create notification to approver once the Expenses Claim submit

  • 7 November 2020
  • 1 reply
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  • Jr Varsity II
  • 103 replies

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

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Best answer by vkumar 9 November 2020, 06:33

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Userlevel 7
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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,

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