As the system has become more granular we have made classifications required. Prior to this, there were some issues with Groups getting through without a classification. To make it easier, Groups will need to have a classification in order to use the system.
Email reply to External Notes
Users can now reply back to certain emails and it will automatically add their email reply as an external note. Please click HERE to learn more. Below is who will receive the emails based on each status.
Pending - Email Requester and Approve Users who already Approved and Approve Users at the next step
On Hold - Email Requester and On Hold User
Declined - Email Requester and Decline User
Canceled - Email Requester and Cancel User
Approved - Email Requester, Additional Notify Users, Approve Users, Group Managers set to receive Emails from other Users in Group
Awaiting Payment - Requester, Approve Users, Group Managers set to receive Emails from other Users in Group
Refund on an Invoice
We have now implemented a process to add refunds to an invoice. The refunds will be viewable on the invoice and available on the finance reports. Please click HERE to learn more.
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