Objective
Workflow email notifications in Concur Invoice are designed to keep users informed about important actions and status changes throughout the invoice approval process. These notifications alert approvers, processors, and other stakeholders when invoices require their attention, ensuring timely reviews, approvals, and overall process efficiency.
As an administrator with unrestricted permissions, you can change and customize the default email notifications sent to users during the workflow.
Navigate to Invoice Administration > Workflows and select the Email Notifications tab.
Select the appropriate template and then select Copy.
Make the desired changes. The only fields that can be edited at this time are Email Notification Name and Display as From. If you need to make changes to the other fields, save this copy and then edit it as detailed in Modify an Email Notification later in this learning. Select Next.
On the Primary Recipient step, select Next.
On the Delegate Recipient step, make the desired changes to the Email Subject field. You can use "variable" fields to enter specific data in this field.
If you want the primary recipient email and the delegate email to be the same, select the Use Primary Recipient Email check box. If not, make the desired changes to the Email Body field. The variable fields and the HTML work the same way as in the primary recipient email. Select Done.
