User Settings

Use User Settings to manage default approval, distribution, notification, and forwarding preferences for expense users. From Settings, select Expenses, then select User settings. Search for a user and select Edit settings next to the user to update their defaults.

Note: The User summary shows email addresses for WebPortal (web-only) users associated with a Blackbaud ID. If a user isn't associated with a Blackbaud ID, no email appears. To track web-only users, confirm each active user accepts the FENXT invitation and has a Blackbaud ID.

Approval Rule — Set a default rule to route invoice requests to reviewers. Use separate rules for different request types or amount thresholds. For details, see Approval Rules.

Distribution — Set default distribution information, apply account distribution sets, or remove distributions. Account distribution sets split an amount assigned to an account across projects and transaction codes. You can also specify debit and credit accounts, grants or transaction codes, and custom fields for reporting. For more details, see Distributions.

Tip: To reuse account distribution details, select More, then select Apply account distribution set. For a split distribution, select the icon in Split, select More, then select Apply project distribution set.

Credit Card Notifications — Configure notifications for approval outcomes and rejections.

Under Credit card notifications, select the notifications users receive and set their frequency. Review the frequency description, then select Active to enable each notification.

  • Final approval

  • Needs approval

  • Rejections

Note: Credit card notifications don't include alerts for newly downloaded credit card transactions.

Warning: Accept the Yodlee terms of use to enable credit card notifications.

Invoice Request Notifications — Select the notification types and frequencies for users. Review each frequency description, then select Active to enable a notification.

Purchase Request Notifications — Select the notification types and frequencies for users. Review each frequency description, then select Active to enable a notification.

Out-of-Office Forwarding — To forward a user's invoice requests, purchase requests, and credit card charges while they're away, select Turn on out of office forwarding and specify who receives them.

Note: Out-of-office forwarding is available only for designated approvers.