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Configurable Expenses Notifications – Template and Workflow Task Mappings to Actions

Received Response
edited Jan 29, 2021 4:07PM in Expenses 2 comments


Can anyone provide a table which details which Expenses Notification / BIP or RTF Template is generated and used for each action carried out in expenses processing


For instance – I know that when an employee submits an expense report, their line manager gets a notification to approve it and it will use the RTF and Workflow Task detailed below:

Notification Name                                                       RTF Template Name                                                  Workflow Task Name

Expense Report Approval Notifications                       ExpenseApprovalNotificationReport.rtf                       FinExmWorkflowExpenseApproval


Likewise, if an auditor adjusts an expense report:

Notification Name                                                      RTF Template Name                                                   Workflow Task Name

Expense Report Adjusted by Auditor Notification        ExpenseReportAdjustedByAuditorNotification.rtf         FinExmExpenseAuditFyi

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