Jcurve Support Articles / Basic Accounting

Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved

Written by
Junica Ann Capili
Published on
February 6, 2023 at 12:08:00 AM PST February 6, 2023 at 12:08:00 AM PSTth, February 6, 2023 at 12:08:00 AM PST

Scenario

User with an Administrator role wants to generate an automatic email notification to be sent out to the creator of a journal entry once it has been approved.

Solution

The automatic email notification can be generated by creating a Transaction Saved Search through the following steps:

1. Go to Reports > Saved Searches > All Saved Searches > New
2.Choose Transaction
3. On Criteria tab, click Standard
4. Set the following filters:
  • Type : is Journal
  • System Notes : Type : is Change
  • System Notes : New Value : starts with Approved for Posting
6. Click Email tab
  • Send Email Alerts when Records are Created/Updated: Enter Checkmark
  • Recipient From Results:
    • Send on Update: Enter Checkmark
    • Recipient Field: Enter Created By
7. Search Title: Enter Title
8. Click Save & Run
#JE Approved > Send Email
#Send Email Once JE is Approved
#Email Once Journal Entry is Approved
#Create an Automatic Email Notification to be Sent to the Creator of a Journal Entry once it is Approved
Jcurve Support Articles / Basic Accounting