How do I know when Approvals are waiting?
Email notification
Any user with +Approver permissions will automatically receive a summary email first thing every day outlining any payments and beneficiaries that require approval.
Counter badge in the side menu
Users with +Approver permissions will also see a counter badge in the side menu in the portal indicating how many approvals are waiting. Note that this figure only represents approvals which that particular user can approve (ie ones that other users have created).
Updated 4 months ago