There are two email reminders that go out on Monday morning, one for the funding approver and/or payment person and one for the school finance person on the location document.
The rule for the funding is:
Email is sent for ALL “Approved for Payment” with a funding source regardless of whether “Include on School Finance” is selected on the funding source or whether there is a payment person on the corresponding location document.
- If there is an approver and payment person listed on the funding source, both get the message.
- If there is only an funding approver, funding approver gets the message.
- If there is only a funding payment person, funding payment person gets the message.
The rule for the location email is:
Email is sent for ALL “Approved for Payment” where there is not a funding approver listed on the funding source and the source indicates “Include on School Finance.”
- Payment person on location document receives the email
Although payment person on location document does NOT receive an email if there is a funding approver on the funding source, the invoice will be displayed on the
“School Finance” tab, “Pending Payment” option if the funding source indicates “Include on School Finance.”