Sending Notifications for Expense Reports

   Overview   

If there is a need to send an email to another employee or approver regarding an expense report, the Initiator can do this via the Send Notifications options within the actions menu for any expense report. This option is available no matter the stage of approval process.

   Instructions   

  1. Step 1: Click the Expenses tile.
  2. Step 2: Click the My Expense Reports tile.
  3. Step 3: The My Expense Reports page is displayed.
  4. Step 4: Click the green Actions button next to the appropriate expense report.
  5. Step 5: Click the Send Notification menu item.
  6. Step 6: The Send Email window is displayed. This window is structured to reflect an email with a To field, CC and BCC options, Subject line, and Message box.
  7. Step 7: Enter the email of who you wish to notify into the To field.
  8. Step 8: The Message field is where you would enter the context or body of your notification.
  9. Step 9: To send the email, click the Send Email button.

This article will walk you through the steps to send an email notification regarding an expense report to another employee.

1. Step 1

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Click the Expenses tile.

2. Step 2

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Click the My Expense Reports tile.

3. Step 3

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The My Expense Reports page is displayed.

4. Step 4

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Click the green Actions  button next to the appropriate expense report.

5. Step 5

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Click the Send Notification menu item.

6. Step 6

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The Send Email window is displayed. This window is structured to reflect an email with a To field, CC and BCC options, Subject line, and Message box.

7. Step 7

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Enter the email of who you wish to notify into the  To  field.

Example shown here: " onesource@uga.edu ".

8. Step 8

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The Message field is where you would enter the context or body of your notification.

9. Step 9

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To send the email, click the  Send Email  button.

The recipient will receive an email from: onesource-do-not-reply@uga.edu