Email/ Text Notifications

Users assigned to Approver or Authorizer security roles can set up email and text notifications for optimal workflow within the Mekorma Preferences window:

Set Up Email and Text Notifications

*To access the Mekorma User Preferences window, go to the Microsoft Dynamics GP drop-down > User Preferences > Additional > Mekorma User Preferences

1. Login and navigate to the Mekorma User Preferences window (any GP User can do this).

2. Enter a valid email address in the E-mail Address field.

3. Enter a valid text number in the Text Number field.

• The number must be in the following format: phonenumber@provider.xxx. Please check with your mobile provider to verify the correct format for sending texts via email or computer. (ex. 1234567899@vtext.com)

4. Select the type of notification needed

• Check the box Request Notification for Approval if you want to be notified that your approval or authorization has been requested.
• Checking the box Notify me after others Approve/Authorize will ensure that if you are the second Approver for a threshold level, you will be notified after the first Approver has approved the transaction.