Sending notifications allows communication to be displayed and logged in a central location within Databasics. This avoids having to use multiple avenues to keep track of communication in regards to expense reports.
- Click on Expense
- Open up the Expense Report where you would like send notification.
- Click on the message icon
- Select a recipient in the To field. You can type in their name or use the icon.
- By default, the box to Send Email is checked. You may uncheck this if you do not want an email to be sent to the recipient. They will see the Notification upon logging into the application even if an email is not sent.
- Enter in your message in the Message box.
- In the CC add any additional recipient's you would like to be copied on the email. The additional recipients can be added by typing in the first few characters of the name or just simply typing in the email address(es), this can include external email address as well. Multiple e-mail address can be added comma separated.
- Click on SEND to save and send an email if the option was selected.
- To add a new message click on icon.
- To delete messages, clicking the trash icon
How to Send a Notification
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from the Current Reports list:
- Click on Expense
- Select the report you would like to send notification.
- Click on the Menu Options icon under Actions column.
- Select Send Notification.
- Select a recipient in the To field. You can type in their name or use the search icon.
- By default, the box to Send Email is checked. You may un-check this if you do not want an email to be sent to the recipient. They will see the Notification upon logging into the application even if an email is not sent.
- Enter in your message in the Message box.
- Click on SEND to save and send an email if the option was selected.
- To add a new message click on icon.
- To delete messages, clicking the trash icon
- Once the notification pop-up is generated repeat the steps 4-11 above.