Vernita Bronze Trophy

Thanks so much Pauline.

Hi There When an invoice is generated, an email is automatically sent to the approver using a workflow., requesting approval The contents of the email: Subject: Transaction Awaiting Approval Message …

Hi Jack 1. No, there is no email action configured in the workflow 2. Yes, the approval routing is enabled for invoices thanks

Hi There Is there a way to set a default list view for users and not just for roles? For example, we have an expense claim form that has a list view on user dashboards showing all of their own expens…

Hi There What would be the best way to mark an invoice as 'sent' when it has been sent via a mass update? At the moment, a check box has been created that is on the invoice record. The inte…