E-mail Notifications Sent by Expensya
This article groups the different email notifications sent by Expensya to users: collaborators, approvers, accountants and delegates.
Emails to collaborators:
- When an administrator creates a new collaborator:
The latter receives an email to complete the validation of his account.
- When a report is approved:
When the approver approves a report, the employee receives an email notification that the report has been approved.
- When a report is Rejected:
When the approver rejects a report, the employee receives a notification email to inform him that his report has been rejected.
- When a report is sent to the accountant:
After the report is sent to the accountant, the employee receives an email notification that the report has been sent to the accountant.
- When a report is archived :
When the accountant archives a report, the collaborator receives a notification email to inform him that his report has been archived.
- After sending an invoice by email:
When the employee transfers an invoice via e-mail processing, he/she receives a notification e-mail to inform him/her that the transferred invoice has been successfully processed and is ready to be checked.
- In the case of receiving or creating an access delegation:
Quand une délégation d'accès est ajoutée par l'administrateur ou par un utilisateur,
- The beneficiary of this delegation receives a notification email to inform him/her that delegated access has been granted.
- The account owner receives an email notification that delegated access has been granted for their account.
Approval emails:
- Approvers receive an email notification when they receive a report to approve:
Whether it is a level 1, level 2 or level "n" approver, the latter is notified by email as soon as a report has been sent for approval.
The accountant receives an email notification when a report is sent to accounting.
- In the case of delegated access:
When the delegation of access includes approval the account owner for approval and the delegate for approval will receive email notifications when an expense report is submitted for approval.
