How do I manage payment approval notifications?

Only users with Fund Administration permissions can manage approval notifications for expenses and management fees.

  1. Navigate to the Dashboard on the left side menu.

  2. On the Dashboard page, click Other on the right hand side, then select Notification Settings from the dropdown.

  1. Within the Notification Settings page, select the Firm Settings tab, then click Edit.

  1. Select either By task type or By fund and task type under How would you like to designate?

  1. Designate which users will receive notifications for expenses and management fees by selecting their names from the drop-down under the Expense Payment Approval and Management Fees task type accordingly, then click Save.