Approval notifications for bill payment requests
Related information
Related topicsConfigure email notifications that alert you when bill payment requests require your approval or when your submitted payment requests are approved.
Receive notifications when payment requests require your approval
Receive email notifications when payment requests are assigned to you for approval.
| Subscription | Accounts Payable |
|---|---|
| User type | Business, Employee |
| Permissions | Approve payments: List and Level # |
- Select your login name at the top of any page and select My preferences.
- Find the Email notifications section.
- Find Requests for approval and select Payment request.
Select how you want to receive notifications:
- Individual: One email for each payment request.
- Consolidated: Related payment requests grouped into a single email.
- Optionally, enter a value in Minimum amount for payment request notifications.
For example, if you enter $100, you receive notifications only when payment requests are $100 or more require your approval.
Select Save.
Receive notifications when your payment requests are approved
Receive email notifications when payment requests that you submitted complete all required approval levels.
| Subscription | Accounts Payable |
|---|---|
| User type | Business |
| Permissions | Pay bills: Run |
- Select your login name at the top of any page and select My preferences.
- Find the Email notifications section.
- Find Requests for approval and select Payment request.
Select how you want to receive notifications:
- Individual: One email for each payment request.
- Consolidated: Related payment requests grouped into a single email.
- Optionally, enter a value in Minimum amount for payment request notifications.
For example, if you enter $100, you receive notifications only when payment requests are $100 or more require your approval.
Select Save.
Stop receiving approval notifications
Stop receiving notifications when payment requests require your approval.
| Subscription | Accounts Payable |
|---|---|
| User type | Business user with admin privileges |
Select your login name at the top of any page and select My preferences.
Go to the Email notifications section.
Clear the Payment request checkbox.
Select Save.
Turn off approval notifications for someone else (Admin)
Administrators can update another user's notification preferences and prevent approval-related emails from being sent to that user.
| Subscription | Accounts Payable |
|---|---|
| User type | Business user with admin privileges |
- Go to Company > Admin > Users.
- Select Preferences for the user.
- Find the Email notifications section.
- Find Requests for approval and clear the Payment request checkbox.
Select Save.
Common questions
Sage Intacct does not send approval confirmation notifications in the following situations:
You have not enabled approval confirmation notifications in My preferences.
You are both the submitter and the approver of the payment request.
In these situations, the payment request can still be approved successfully even though no approval confirmation email is sent.
Entity-restricted users receive approval request notifications only for payment requests submitted within their entity.
If a payment request is submitted at the top level, an entity-restricted user does not receive an approval notification.
If you have permission to access top-level payment requests, you can still review and approve those requests on the Approve payments page even if no notification was sent.
