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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:
- Go to Settings on the top right corner of the page.
- Select Approvals under Organization.
- Go to Sales Approvals or Purchase Approvals.
- Select Send email notifications when transactions are submitted for approval under Notification Preferences.
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For Sales Approvals, you can choose any one of the following options:
- Notify all approvers when a non-approver submits a transaction
- Notify all approvers when an approver/non-approver submits a transaction
- Notify a specific email address
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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:
- Go to Settings on the top right corner of the page.
- Select Approvals under Organization.
- Go to Sales Approvals or Purchase Approvals.
- Select Notify the submitter when a transaction is approved under Notification Preferences.
- Click Save.
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