Use the options on this screen to configure default notification settings for BillQuick Online. You can also set up and default email message for Invoices, Reports, and Statements.
Notifications
Notify me when Invoices are sent to me for Approval:
Selected, an email will be sent to whom you have sent the invoices for approval. For example, as a project manager you will have the authority to approve or disapprove the invoices before they are sent to the client. Therefore, in that case BillQuick Online will send you an email notifying that there are some invoices waiting for your approval. BillQuick Online will use the email ID from your Employee record.
Notify me when my invoices are approved or rejected:
Select this option to be automatically notified when your submitted invoices have been approved or rejected. The secret to improving cash flow is to send client invoices out as soon as they are approved by the responsible manager. To make this easy, BillQuick Online can notify you immediately when the draft invoices submitted by you are approved or rejected.
This
option is only available in the BillQuick Online Pro and Enterprise editions.
Notify me when my Time or Expenses are Approved:
Selected, you will receive an email on the approval of your time and expense entries. For example, an employee, CK, submits his time or expense entries to the Project manager, CJ. When CJ approves the entries, BillQuick Online will send an email to CK informing about it. BillQuick Online fetches the email ID from your Employee record.
Notify me when my Time or Expenses are Rejected:
Selected, you will receive an email on the rejection of your time and expense entries. For example, an employee, CK, submits his time or expense entries to the Project manager, CJ. When CJ rejects the entries, BillQuick Online sends an email to CK informing about it. BillQuick Online fetches the email ID from your Employee record.
Notify me when Time or Expenses are submitted to me:
Selected, an email will be sent to whom you have submitted your time or expense entries. For example, CJ being your project manager will receive an email when you will submit your time or expense entries to him for approval. The email settings specified under Mail Settings tab of Global Settings screen will be used to send the email.
Notify me when Purchase Order are sent to me for approval:
Selected, an email will be sent to whom you have sent the Purchase Orders for approval. For example, as a manager you will have the authority to approve or disapprove the Purchase Orders before the purchase is made from the vendor. So, BillQuick Online will send you an email notifying about the Purchase Orders that waiting for your approval.
Notify me when Vendor Bills are sent to me for approval:
Selected, an email will be sent to whom you have sent the Vendor Bills for approval. For example, as a manager you will have the authority to approve or disapprove the Vendor Bills before paying the vendor. Therefore, BillQuick Online will send you an email notifying about the Vendor Bills that are waiting for your approval.
Notify me when Personal Time Off requests are submitted to me:
Selected, an email will be sent to whom you have submitted the request for Personal Time Off. For example, BW being your company manager will receive an email when you will forward your request for Personal Time Off to him for approval.
Notify me when my Personal Time Off requests are approved or rejected:
Selected, you will receive an email when your request for Personal Time Off is either approved or rejected. For example, an employee, CK submits the request for his Personal Time Off to the company manager, BW. Either, BW can approve or reject his request. In either case, BillQuick Online will send an email to CK informing about it. BillQuick Online fetches the email ID from your Employee record.
Notify me when New tasks are assigned to me:
Select this option to let BillQuick Online automatically notify you about task assignments for you. This informs you when tasks are assigned to you.
Notify me when Hours & Units are allocated to me:
Select this option to be notified about your task allocations automatically. It informs you each time your manager or supervisor allocates new tasks (using the Allocate screen) to you for projects you are working on. It also emails all the details of the new tasks to the concerned employees as a PDF attachment.
Notify me when Project Due Date is less than XX days:
Select this option to be notified when a project's due date is approaching. You can specify the number of days prior to the due date the notification should be sent.
This
option is only available in the BillQuick Online Enterprise edition.
Send Above Notifications Via:
Select either the Email or BillQuick Online Message check boxes, or both, to specify how BillQuick Online users will receive notifications for the above time, expense, PTO, invoice and other notifications. Both options are checked by default.
Default Email Message:
Invoices/Statements/Reports:
Enter the text to be used when emailing invoices, reports and statements. Choose the one you want to use the default message for. The text entered here will automatically appear in the body of the email. Click Save so that BillQuick Online will remember it for you.
Show Project Assign Tab:
Select the option to make the Assign tab visible on the Project screen.
Remember my last visited page:
Selected, the module accessed prior to logout opens up instantly when you log into the BillQuick Online. BillQuick Online remembers the module which you accessed the last.
Turn Off Auto Complete:
Allows you to turn off the Auto Complete feature at the user level. BillQuick Online will no longer replace your shorthand codes with the long hand descriptions.
Message Window:
Opacity:
You can control the opacity and visibility of the message windows in BillQuick Online by setting the percentage here. It can range from 25% to 100%.
Duration:
You can control how long the message windows in BillQuick Online display by setting the duration here. It can range from 2 seconds to 90 seconds.
Display Account By:
You can choose the display option for the Account drop-downs in the BillQuick Online screens as you prefer. The options include Account Name Only (descriptive name) or Account ID,Account Name (account number followed by a descriptive name).
Include Sub-Projects When Parent Project is Selected:
This enables you to include all the phases and sub-phases of a parent project when it is selected. By default, this option is checked.