How do I Create Email Templates in Expense Reports App?

Updated on July 9, 2020 08:18AM by Admin

  • Login and access the Expense Reports app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Expense Reports

  • In the Settings page, click on the Emails and selects the Email Templates.
  • From the Email Templates, click on the Create button.
Email Templates

  • The Create Template page will get open.
  • Add the Template Name and the Subject line for the Email.
  • You can add the Attributes of the Timesheets app in the Subject by using the Insert Attributes.
Templates Name

  • Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
  • Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.
Toggles

  • Then, add the message of the Email in the Body section.
  • You can also add the Attributes of the Timesheets app in the Message body of the email by using the Insert Attributes.
Insert Attributes

  • Then, click on the Create button.
Create

  • You can view the Created Template on the List.
  • You can also edit and delete the template by using the icons under the Actions.
Templates List

  • Now, go to the Expense Reports Overview page and click on the Emails tab.
  • Click on the Compose.
Emails Tab

  • The Compose window will appear..
  • Click on the Templates Options. You can view the Created Templates on the list.
Compose

  • By Selecting the templates, you can view the added message with the selected Timesheets Details.
  • Then, click on the Send.
Add Template

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