Draft Disbursements Reminder

This custom process sends out a summary notification once a week to the nominated User(s) when there are past Disbursements that are in a status of Draft.

This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).

3359_Custom_Process_Draft_Disbursements_Reminder.gif

Note: Dynamic assignment is not yet available for Employees, i.e. use of Partner, Manager and User Role fields in addition to Universal Merge Fields. This is expected to be released in the near future.

Importing this Custom Automation

Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).

Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.

When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.

Download Files

Was this article helpful?
0 out of 0 found this helpful