Edit Settings
On the My settings screen, you can specify the following default information:
-
Email address to use for notifications
-
Default approval rule
-
Distribution information
-
Types of notifications you want to receive
-
Out of office forwarding
Note: To edit these defaults, you must have security rights to WebInvoicing. These permissions are managed on the Online Security tab in the database view.
Select the default approval rule to use. Approval rules route invoice requests to selected reviewers.
For example, you might have one set of reviewers for travel invoice requests, and a different set of reviewers for invoice requests over a specific dollar amount. You can attach an approval rule to any invoice request and have the request forwarded to the right reviewers in the correct order. For more information, see Approval Rules.
Under Distribution, you can specify your default distribution information, apply account distribution sets, and delete distributions.
Note: Account distribution sets allow you to split an amount you have assigned to an account over several projects and transaction codes.
Enter distributions to determine the amounts to allocate. You can specify debit and credit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. You can also select to distribute the information evenly or by percent. For more information, see Distributions.
Tip: To save time entering distributions, select More, Apply account distribution set. Distribution sets default the information you need in the line instead of selecting data in each column. If you split the distribution, select the icon in the Split column and then select More, Apply project distribution set to also save time entering splits.
Under Credit card notifications, select the types of notifications you want to receive, and when to receive them.
Available notifications:
-
Credit card charge received final approval
-
Credit card charge rejected
-
Credit card charge needs my approval (only appears if you are a designated approver)
To receive a notification, mark it "Active" and select the frequency. When you select a frequency, be sure to review the description that appears to ensure you select the right one.
Warning: Credit card notifications are available only if you have accepted the terms of use for Yodlee.
Under Invoice request notifications, select the types of notifications you want to receive, and when to send them.
Available notifications:
-
Invoice request received final approval
-
Invoice request rejected
-
Invoice request needs my approval (only appears if you are a designated approver)
To receive a notification, mark it "Active" and select the frequency. When you select a frequency, be sure to review the description that appears to ensure you select the right one.
Under Purchase request notifications, select the types of notifications you want to receive, and when to send them.
Available notifications:
-
Purchase request received final approval
-
Purchase request rejected
-
Purchase request created
-
Purchase request needs my approval (only appears if you are a designated approver)
To receive a notification, mark it "Active" and select the frequency. When you select a frequency, be sure to review the description that appears to ensure you select the right one.
To enable out of office forwarding, select the checkbox next to Turn on out of office forwarding. When you enable out of office forwarding, you then select who to forward invoice requests, purchase requests, and credit card charges to when you are out of the office.
Note: Out of office forwarding is available only if you are a designated approver.