Background.
Users with the Treasury role need to receive real-time information about relevant financial or administrative events so they can make informed decisions, monitor operations, and fulfill their responsibilities.
Objective.
Receive real-time email alerts about relevant events and tasks.
As we carry out our activities and in accordance with the company’s approval workflow, it is necessary to receive notifications that alert us to pending tasks.
In order for the “Treasury” role to fulfill its obligations (Receive - Review - Approve or Reject and Pay) regarding an advance request or expense report, they must receive emails detailing the action they need to take.
If you need to enable notifications, you will need to request that support configure this within the Focaltec Control de gastos portal.
Steps to enable notifications in Focaltec Control de gastos.
Please contact support to request a configuration by submitting a ticket or sending an email to soporte@focaltec.com or ayuda@focaltec.com with the subject line “Enable notifications for treasurers ”.
Focaltec Support confirms that the configuration is available within the Focaltec Control de gastos portal.
From this point forward, and in accordance with the approval workflow, users with the Treasury role will begin receiving notifications regarding advance payments or expense reports.