Automatic notification of responsibility in the approval process

Opening the invoice receipt book every morning to check whether there are any new invoices for you?
Instead, we recommend being notified automatically if you are responsible!

How do I proceed as an auditor?

In Finances > Invoice receipt book , click on the three dots in the top right-hand corner to open the More actions menu. You can also go there from the detailed overview of the voucher data for an individual invoice.

If you select"Activate email notifications", you can set up automatic notifications when you are responsible for incoming invoices.

In the main menu under Activities > Activity journal in the Notifications business object, you will find the notification in your message profile (3).

Via the Manage notifications link (4), you can configure and activate standard message profiles, activate, deactivate and delete individually created message profiles and manage messages for individual contacts, projects or tasks.

The automatic email notification created from the invoice receipt book is logged here as an active message profile under (9).

Optionally, you can also manually set the feature that can be activated from the invoice receipt book here.

1. In the"Configure and activate standard message profiles" business object, select"Incoming invoices" in the"Messages for" column and activate this by

2. placing a tick in the"Activated" column next to it.

3. Select the appropriate option under"Message triggers" and

4. "E-mail" under"Message types".

5. In the"Send" column, we recommend that you switch to"Daily cumulative".

6. Under"Send to", select the e-mail address to which the notification should be sent.

7. If you would also like to be notified yourself, click in the"Personal notification" field to activate this.

These settings are logged under (8) as active standard message profiles and are immediately valid without explicit saving.

If you do not have the right to access the activity journal, have the administrator make the corresponding settings.

What do I do as a Rebu administrator?

As the administrator of the invoice ledger, we have made it easy for you:
In the invoice ledger settings(System menu > Manage accounting > Invoice receipt settings > Approvals), activate the notifications using the button of the same name. This opens a list of users from which you can select the relevant auditors with a tick and click on"Select" to enable the standard notification for responsibility.