To Receive Email Notifications
- Setup an approval record with 1 stage that goes to the line manager for approval.
Go to Setup> Approvals. - Create a user account with a real email address for the line manager.
Go to Setup> People - Create an account for another user and add the Line Manager and Approval Workflow.
Go to Setup> People - Invite the user to sign in to Capture Expense.
Go to User record> Actions> Display Invite Link - As a user, raise an expense claim.
Go to Expense - As a user, submit the expense claim for approval.
Go to Expenses> Draft.
The line manager will receive a notification to approve the Expense claim.
Note:
If the line manager has not received any notifications, they should check their junk mail/spam folders or go to User settings Preferences to check that the notification options are not switched off.