[toddk Contributions: 0Level 1☆]

Can a workflow be written to send an email to notify a user when a journal entry is made to a specific GL Account?

Use Case: I would like to give our AR department the ability to make bad debt write offs via the “Accept Customer Payments” screen to reduce workload in the Accounting department. However, for internal control, I would like to have an email sent to notify Accounting that a entry was made to the bad debt expense account.

Thanks in advance.

Todd
This is a cached copy. Click here to see the original post.

[evan_goldberg Contributions: 0Level 1☆]

Yes, you should be able to do that by initiating the workflow (or a transition) based on a saved search. In either case, you would use a transaction search, type = Journal Entry and Account = Bad debt expense. You could either use that search for a scheduled workflow, and then have the entry state send the email. That would run every 30 minutes or so and send emails for all the matching transactions. You would probably want to set a field on the journal entry to indicate you had notified on it then filter those out from the search. Or you could have the workflow initiate on all journal entries, then use the saved search to cause an after submit transition to a state that sends the email, and then the workflow exits so you wouldn’t get duplicate emails.

Hope that helps…

[Author]

Posts