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Create notifier for expense admin when expenses have been approved

Our expense admin would like to be notified when an expense has been approved. Currently, the data does not live in Vista until it is pushed over to Vista so a workflow notifier is not able to be created.

  • James Fencil
  • Mar 24 2021
  • Future consideration
Company Morgan-Keller Construction
Job Title / Role Application Support Analyist
I need it... 1 month
  • Attach files
  • Eric Bostrom commented
    December 11, 2023 18:25

    We'd like the option for digest, or per-event emails. We had our ap clerk as final approver, but it confused everyone while items were pending as you have to view each item to see if it's been approved by the first person.

  • Admin
    Mark Cadman commented
    March 24, 2021 19:36

    Hi James,

    Would your Expense Admins like an email per approved expense or a daily reminder?

    Have you considered making your Expense Admins the final reviewer that way they are notified?

    Thanks!

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