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Workflow Email Notification

edited May 27, 2020 9:23AM in Account Reconciliation 7 comments

Summary

Email Notification when Submitting, Approving, and Rejecting Reconciliations

Content

We would like to send email notification to the Preparer when a reconciliation is rejected by the Reviewer. ARCS does not appear to offer this functionality, however was wondering if there is a workaround since email notification is available for all the other steps in the approval workflow. Described below.

• When a preparer submits a reconciliation, responsibility passes to the first
reviewer in the workflow, and the status changes to Open with Reviewer. An email
notification is sent to the reviewer. If the reconciliation has no reviewers, the status
changes to Closed.

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