Daily and instant notifications from Quadient AP - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Quadient AP emails users once a day to alert them if they have work to do in the system, but sometimes that isn't enough. There are also instant, personalized notifications available for all users.

Daily Notifications

Daily notifications are sent out Monday through Friday, excluding holidays. The following daily notifications are available:

• A daily consolidated activity report
• A daily report on user productivity statistics
• A daily report of invoices forwarded through the invoice capture email that failed to reach the Document Inbox

Instant Notifications 

Instant notifications are available to all users with access to Invoices, Purchase Orders, and Payments modules. The following daily notifications are available:

Invoices

• an invoice is pending your approval

• an invoice you own is rejected for approval

• an invoice you own is reset

• an invoice is assigned to you

• an invoice you own is fully approved

• an invoice you own is assigned to someone else

Purchase Orders

• a PO is pending your approval

• a PO you own is fully approved 

Payments

• a payment is pending your approval

• a payment you own is fully approved

• a payment you own is released

Once checked, the user will receive a notification whenever a new invoice/PO/payment needs action from them. Below is an example of the User Productivity statistics email. 

How to turn on daily and instant notifications

System Administrators

Navigate to Settings - User Management. Select the user by clicking on their name. 

In the new view, click Notifications. Under the Scheduled Reports dropdown, select 'Receive a daily consolidated activity report' and click Save.

Individual Users

Navigate to Settings - My Profile, and click on the Notifications tab. Under the Scheduled Reports dropdown, select 'Receive a daily consolidated activity report' and click Save.