Introducing Primary Configuration
Configuring List Management​
Configuring Forms and Fields
Maintaining Vendors
Managing Expense Types and Account Codes
Maintaining Workflows
Managing Feature Hierarchy
Maintaining Company Locations
Configuring Policies
Managing Group Configuration
Configuring Purchase Order

Configuring Email Notifications

Objective

After completing this lesson, you will be able to configure new email notifications

Workflow Email Notifications Overview

Workflow email notifications in Concur Invoice keep users informed about key actions and status changes throughout the invoice approval process. They notify approvers, processors, and other stakeholders when action is required, supporting timely reviews, faster approvals, and an efficient end-to-end workflow.

With the appropriate administrative permissions, you can configure and tailor these email notifications to meet your organization’s needs, ensuring users receive relevant and meaningful updates.

Invoice Processing Admin page with navigation menu on the left and email notification types listed on the right.

Configure Email Notifications

Review the following steps to learn how to configure email notifications.

Steps

  1. Navigate to Invoice Processing Admin >Workflows and select the Email Notifications tab.

    Email Notifications tab open showing workflow notification names and types.

  2. Select the appropriate template and then select Copy.

    Copy button and Default Invoice Status Change Notification row highlighted in Email Notifications tab.

  3. 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.

    Email notification edit screen with name and display as fields highlighted, and Next button highlighted.

  4. On the Primary Recipient step, select Next.

    Email notification editing screen with subject and body fields, and Next button highlighted.

  5. 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.

    Delegate email subject field and Done button highlighted in email notification editing screen.

  6. 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.

    Use Primary Recipient Email checkbox and Done button highlighted on delegate recipient email notification screen.

Result

The new email notification is configured and saved to the Email Notifications tab.

Summary

  • Workflow email notifications in Concur Invoice keep users informed about key actions and status changes during the invoice approval process.
  • These notifications alert approvers, processors, and other stakeholders when an invoice needs their attention.
  • The alerts help ensure timely reviews, approvals, and overall process efficiency.
  • Administrators with unrestricted permissions can modify and customize the default email notifications sent throughout the workflow.

Reference

TopicLink
Accessing and Managing Email NotificationsSAP Help Portal
Learning

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