Content Comparison

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• Approvers that have Expense Reports that still need to be approved.
• Users with unnapplied advances
• Users with unnapplied Credit Card Transactions

This process identifies and sends and reminder e-mail to those individuals based on the selections made by the administrator.

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{ReportId} - Report ID
{ReportTitle} - Report Title
{FullName} - Report Owner's Name
{Status} - Report Status
{TotalAmount} - Total Amount of the Report
{BusinessAmount} - Business Amount of the Report
{DueToEmployee} - Amount Company owes Employee
{DueToCreditCardByCompany} - Amount Company owes Credit Card
{DueToCreditCardByEmployee} - Amount Employee owes Credit Card

{TransDescr} - Description of the credit card transaction
{EventDate} - Transaction charge date
{LocalAmount} - Local amount of transaction
{LocalCurrency} - Local currency of transaction
{BillAmount} - Transaction amount converted billing currency
{BillCurrency} - Billing currency of Credit Card
{FullName} - Transaction owner's Name

{AdvanceType} - Type of Advance (Full or Partial)
{AdvanceAmount} - Advance Amount
{BasedReportId} - Report ID where advance was originally requested
{FullName} - Advance owner's Name

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Example Expense E-Mail Alert

Step 1:

Step 2:

Step 3:

E-mail Reminder to Managers to Approve Expense Report with a Reference to Overdue Number of Days

Only Ready for Approval (Subject) – means that the reference text underneath this section can be included in the “Subject” of the reminder

1. {DaysOverdue=7}* -  this would be the number of days after an expense report was submitted to approver after which the expense report would be considered overdue. In this example the expense reports would be overdue approval after 7 days of their submission. 7 can be replaced with a different value.

*This is a required field and must be included in order for the rest of the reference fields to work properly.

1. {Total} -  indicated total number of expense report in an approver’s queue
2. {Overdue} -  total number of overdue expense report in an approver’s queue. In this example those  expense report that have been sitting in the approver’s queue more than 7 days.

Only Ready for Approval (Header): - means that the reference text underneath this section can be included in the “Header” portion of a reminder

1. {Overdue} – Total number of overdue expense report in an approver’s queue (same definition as above)
2. {Total} – Total number of all expense reports in an approver’s queue

Only Ready for Approval (User Message): - means that the reference text underneath this section can be included in the “User Message” portion of the email.

1. {DaysOverdue} – The number of days an expense report has been sitting in an approver’s queue
2. {ReadyOn}  -Date when an expense report was released