Use this page to configure your approval email notifications.

This page has the following options.

Send Email Approval Notification

Select this option to configure email notifications for invoices that require your approval. This option is cleared by default.

Email Notification Type

Select one of the following values to determine when these emails are sent.

• Immediately for each invoice assigned to me.

  Select this option so an email is sent for each invoice that enters the Approval state and requires your approval. This is the default value for this option.

• By schedule for all pending invoices assigned to me.

  Select this option so that an email is sent at a specific interval that includes all invoices that require your approval.

This option is available only when the Send Email Approval Notification option is selected above.

Send an email notification every X days at Y hours

Enter an interval in days and a start hour for when a cumulative approval email is sent. The value for this option is set to 1 days at 12 hours by default.

This option is available only when the Send Email Approval Notification and the "By schedule for all pending invoices assigned to me" options are selected above.

Max count of invoices per email

Enter a value that limits how many invoices are sent in a single email. If the number of invoices exceed this amount, multiple emails are sent.

This option is available only when Send Email Approval Notification is selected above.

The value for this option is set to 100 by default.

Email Subject

This is the subject of the notification email that is sent. Edit this as needed.

This option is available only when Send Email Approval Notification is selected above.

The value for this option is set to Inbox approval message by default.

Email Body

The main content of the notification email that is sent. Tags are represented by text in square brackets. For example, [InvoiceCount] is replaced with the actual invoice number of an invoice when the email is sent. Edit this text as needed.

This option is available only when Send Email Approval Notification is selected above.

The following tags are available in both the Email Body and the Invoice Information.

Tag	Description
[Name]	Your user name in Kofax AP Agility and Kofax TotalAgility.
[InvoiceCount]	The number of invoices available for your approval.
[OrganizationName]	The organization name.
[BusinessUnit]	The business unit.
[InvoiceFileName]	The file name of an invoice attachment.
[VendorName]	The invoice vendor name.
[InvoiceDate]	The invoice date.
[InvoiceAmount]	The invoice amount.
[InvoiceCurrency]	The invoice currency.
[CurrentDate]	The date from the Kofax TotalAgility server when an email is generated, in YYYY-MM-DD format.
[CurrentUtcDate]	The UTC date from the Kofax TotalAgility server when an email is generated, in YYYY-MM-DD format.

Invoice Information

The information included for each invoice in the email, added below the Email Body. Edit this text as needed.

This option is available only when Send Email Approval Notification is selected above.

Notify about result

Select one of the following values to include the approval or rejection results in the email.

• None.

  No emails are sent regarding successful or failed approvals or rejections. This information is still available if the user opens Kofax AP Agility and views their invoices in the Work Queue.

• Failure.

  Notification emails are sent if an approval or rejection fails. This can occur if another user edits an invoice in any way, between the time you receive an email notification and you process that same invoice. Similarly, a failure email is sent if a mandatory comment is missed when an invoice is rejected.

• All.

  Notification emails are sent for all actions. This includes successful approval or rejection confirmations as well as any failures notifications.

Attach invoice to email

If selected, one or more invoice is added to the email as an attachment. The recipient is then able to reference the invoice prior to approval or rejection.

This option is available only when Send Email Approval Notification is selected above.

This option is selected by default.