How do I notify the approver once an advance has been submitted to them?
Every approver receives an in-app notification when an advance request is submitted to them. Here’s how you can notify the approver via email once an advance has been submitted to them:
Note: Custom Approval should be enabled to notify the approver via email after the advance has been submitted.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Navigate to Module Settings.
- Select Advances under Travel & Expense.
- In the Preferences tab, navigate to Submission Preferences.
- Check the Notify approver via email option. This option will only be available if Custom Approval is enabled for the Advnaces module.
- Click Save.