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:

Transaction Approval

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

  1. Notify all approvers when a non-approver submits a transaction
  2. Notify all approvers when an approver/non-approver submits a transaction
  3. Notify a specific email address
Transaction Approval

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:

Transaction Approval

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