Expenses

Get Involved. Join the Conversation.

Topic

    Jennifer Wolfe
    Rejection NotificationAnswered
    Topic posted October 16, 2019 by Jennifer WolfeBlue Ribbon: 750+ Points, tagged Expenses, Financials, Setup / Administration, Tip 
    18 Views, 2 Comments
    Title:
    Rejection Notification
    Summary:
    Notification to previous approvers when the expense report is rejected
    Content:

    We are looking to have notification flow to previous approvers when rejects happen.

    Are we able to configure the system to ensure that if a claim is rejected that all parties that may have approved before the rejections are notified?

    Thanks in advance,

    Jennifer

    Best Comment

    Jon Kelly

    Hi, Jennifer,

    In the workflow setup for FinExmWorkflowExpenseApproval, you can use the notifications section to determine who will be notified based on a specific outcome. For the "Complete" task status, you'd want to set that status to "Approvers" but I believe that will be all outcomes, and not necessarily reject. I don't know that there is a task specifically for rejection. I'm including a screen shot of the setup area, and the receipient explanations are included below from the setup documentation. 

    In the Recipient column, select whom to send the email to.

    • Assignees: The users or groups whom the task is currently assigned to.

    • Initiator: The user who created the task.

    • Approvers: The users who already approved the task as part of a sequential approval chain.

    • Owner: Oracle personnel who has administrative access to the task. Don't select this recipient.

    • Reviewer: The user who can only add comments and attachments to a task.

    Jon

    Comment

     

    • Jon Kelly

      Hi, Jennifer,

      In the workflow setup for FinExmWorkflowExpenseApproval, you can use the notifications section to determine who will be notified based on a specific outcome. For the "Complete" task status, you'd want to set that status to "Approvers" but I believe that will be all outcomes, and not necessarily reject. I don't know that there is a task specifically for rejection. I'm including a screen shot of the setup area, and the receipient explanations are included below from the setup documentation. 

      In the Recipient column, select whom to send the email to.

      • Assignees: The users or groups whom the task is currently assigned to.

      • Initiator: The user who created the task.

      • Approvers: The users who already approved the task as part of a sequential approval chain.

      • Owner: Oracle personnel who has administrative access to the task. Don't select this recipient.

      • Reviewer: The user who can only add comments and attachments to a task.

      Jon

    • Jennifer Wolfe

      This is great, thanks so much!

      Jennifer