When does an Organisation's Administrator get notified?
There are some cases where an Organisation's Administrator gets notified, irrespective of the notification settings under My Profile:
- Rejection according to a safety catch
An Organisation's Administrator will be notified if a request is auto-approved or auto-rejected according to safety catch settings (i.e., no Approver was added during the approval workflow setup), provided that instant notifications are turned on in the My Profile settings.
- Disconnection of an Organisation
Unfortunately, disconnections do occur from time to time. If an ApprovalMax Organisation gets disconnected from the accounting Organisation, Administrators are notified and need to reconnect. - Xero Budget review request
Administrators are notified if a budget is to be synced from Xero and the tracking category is not specified.
- Fraud
detection – bypassing the approval workflow
Administrators are notified about fraud activities if the checkbox "Notify the Organisation's Administrators about documents that bypassed the ApprovalMax workflow" has been activated in the Bill workflow settings:
- Issues
with the lock date
Administrators are also notified if a request cannot be processed due to the lock date. - A payment could not be created against a Dext Prepare transaction (for Xero-connected Organisations)
There will be a notification if a Bill gets published to Dext and Xero as "Paid" after its approval in ApprovalMax but for some reason the payment failed in Xero.
- Summary of issues for Administrators
If there's an issue regarding an Organisation, the Administrator will be notified of it with the daily summary.
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