Email notifications and approvals—User preferences

My email signature

Adds text to the system-generated email notification Intacct sends with a scheduled report. For example, you might want to say: For questions concerning this report, contact karla.grace@keyword.com.

Text entered here displays exactly as entered in the email notification.

Stored reports are generated and available

Receive an email when an offline report has been generated.

Receive checklist notifications

Receive an email:

• When an assignment is assigned to you.
• If you’re the checklist owner and the status of an assignment has changed.

Receive recurring schedule failure notifications

Receive an email when something goes wrong with a regularly scheduled transaction, and all recurring transactions.

To receive this notification, you need to be a Business user with Admin privileges of Limited or Full.

Purchasing

Minimum amount...

Receive an email when there's a purchasing transaction requiring your approval

You can limit your email notifications to the most important or higher amount requests by entering a minimum amount. For example, to limit notifications to requests over 5000.00, enter 5000 as the minimum amount.

This checkbox is only applicable if Purchasing approvals and its related Email notifications are enabled in the Configure Purchasing page.

Vendor

Receive an email when a vendor is awaiting your approval.

This checkbox is only applicable if Enable vendor approval and its related Email notifications are set to true in the Configure Accounts Payable page.

Bill

Minimum amount...

Receive an email when there's a bill created in Accounts Payable that requires your approval.

You can limit your email notifications to the most important or higher amount requests by entering a minimum amount. For example, to limit notifications to requests over 5000.00, enter 5000 as the minimum amount.

Journal entry

Receive an email when there's a request for a journal entry approval.

You might still receive email notifications even though this checkbox is cleared here. This happens when you’re defined as an approver on the Configure General Ledger page and the Email notification frequency is set to Daily summary, Weekly summary, or Monthly summary.

This checkbox is only applicable if Enable journal entry approvals is set to true in the Configure General Ledger page.

Payment request

Minimum amount...

Receive an email when there's a payment request for approval.

• Individual: Receive an email each time there's a payment request for approval.
• Consolidated: Reduce your incoming email by grouping related request notifications into one email.

To limit your email notifications to the most important or higher amount payment approval requests, you can enter a minimum amount. For example, to limit notifications to requests over 2000.00, enter 2000.

This checkbox is only applicable if Enable AP payments approval is set to true in the Configure Accounts Payable page.

Approved vendor

Receive an email when a vendor that you submitted is approved or declined.

This checkbox is only applicable if Enable vendor approval and its related Email notifications are set to true in the Configure Accounts Payable page.

Approved payment

Receive an email when a payment is approved. Select an option for notification of approved payments:

• Individual: Receive an email each time a payment is approved.
• Consolidated: Reduce your incoming email by grouping related approved payment notifications into one email.

This checkbox is only applicable if Enable AP payments approval is set to true in the Configure Accounts Payable page.

Checkbox

Select the checkbox to activate approval delegation.

Clear the checkbox to stop approval delegation. This is only explicitly required to end General Ledger approval delegation or to end GL or Purchasing delegation if you did not specify an End date.

Delegate approvals

Depending on your configuration, one or more of the following options might appear:

• Delegate bill approvals
• Delegate Purchasing approvals
• Delegate General Ledger approvals

Delegate name

The user or user group specified as the default delegate for the corresponding record. This value is read-only.

The delegate is defined in the Manage delegates table in the Configure Accounts Payable, Configure General Ledger, or Configure Purchasing page. If the delegate name is out of date or inaccurate, ask your Sage Intacct administrator to update the configuration with the correct delegate name.

Start date

End date

Enter the start and end dates for the delegation period for bills or purchasing transactions.

The end date must be on or after today's date.

During the delegation period, only the designated delegate can approve or decline any re-routed bill or purchasing transaction. When the delegation period ends, new approval requests are automatically sent to your queue as before. Any approvals that were delegated remain with your delegate, even if the delegation period ends before the delegate has approved or declined the transaction.