Email Reminders

[amanpreetkaur1]

Hello,
Is it possible to turn on email reminders when an invoice is in pending accounting review status and is ready to approve? We have employee A as invoice user who will be assigning invoices to the approver and employee B in accounting who will be approving invoices once they are in accounting review status. Currently, only employee A receives email notifications for any changes to the status of the invoice. We want to provide similar access to employee B so they know when an invoice is ready to approve for processing.

Thanks!

[KevinD]

@amanpreetkaur1 notifying the Invoice processor would be done through adding a Rule to your workflow step. Basically, it is like building an Audit Rule condition. The condition would be: Payment Request Approval Status Equals Accounting Review (it is possible that this status name can be changed). Then once that condition is built for the step rule, you create the Step Action which would be to send an email. You can then enter the email address of whom you want to be notified. Keep in mind though, that this person might receive an email for each invoice that needs accounting review.

Now, the question is...do you have access to edit workflows in your site?