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Workflow - journal entries - Notification Engine

Automate the review and posting of journal entries

Provide a way to notify the reviewer, via email or other means, that they have something to review.  

  • Jason Tiessen
  • May 7 2018
Company Westbow
Job Title / Role CFO
I need it... 3 months
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  • Admin
    Geoffrey Falk commented
    May 08, 2018 23:01

    Jason,

    While we can set up additional reviewers, it sounds more like the need is having an email notification system.  Currently, the only way to know you have something to review is to check out the app on the dashboard.

    I've added another sentence to the idea so I can keep track of this one.

    Thanks!

    Geoff

  • Jason Tiessen commented
    May 07, 2018 21:29

    Right now we have the person posting the JE - post it and then leave it sitting there for the reviewer to post. I would love to see this have a workflow so we can setup reviewers and have notifications etc.

  • Admin
    Geoffrey Falk commented
    May 07, 2018 21:08

    Can you help me out a bit here?  What do you mean by automate??

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