In Tradogram, you can configure the system to alert specific team members whenever a new document is created. While this guide focuses on invoices, it is important to note that these notification settings can be applied to all types of transactions within the platform, including requisitions, purchase orders, and expenses.

Setting Up Notifications via Approval Rules

To ensure that accounts payable or accounting personnel are immediately aware of new entries, they must be integrated into the Invoice Approval Workflow. This triggers automated alerts whenever an invoice is submitted by a supplier or created internally.

Adding Users to the Workflow

Accounting staff receive notifications based on their designated role within a branch's approval settings:

• Primary Approver: Add the staff member directly to the list of required approvers for invoices.

• Alternate Approver: Mark the user as an alternate approver within the invoice approval rules.

• The "Notify" Requirement: If a user is added as an alternate, you must manually check the "Notify" box within the Approvals tab (located in the Manage Branch section) for them to receive the alert.

For more details - see our guide on configuring approval rules.

How Alerts are Received

Once the user is correctly added and the notification setting is enabled, they will be alerted to new invoices through the platform's messaging system:

• The Alert Icon: Notifications appear via the colored bell icon located at the top right of the Tradogram interface.

• Alert Count: A number on the bell icon designates exactly how many new alerts are waiting for that specific user.
• Email Options: Depending on individual user settings, these alerts can also be mirrored to their email inbox to ensure no invoice is missed.

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