An invoice has been modified

Example Email

This is the body of a typical email you will see from Projector.

Dear Projector User,

An invoice has been modified. You may review the invoice and the new changes using the Projector Invoice Browser.

Invoice: 'DRAFT00003: Acme Corporation'

Modified by: Tom Sherman

Notes: I had to correct some rates on the project. I revalued the time cards so use these new rates. Please approve.

Projector account: revcorp-email (revcorp-email)

This email was automatically generated. Please do not reply directly to this message.

Email Senders

When an invoice is created, the following dialog is shown. Optionally send an email to team members by ticking the checkboxes for Finance team, Project management team, and Management team. 

Email Recipients

There are three groups of people who can receive these emails.

• Finance 
• PM
• Management 

To learn about approvers in general see permissions section on the Invoicing help page. 

So who makes up each team? Each subsection below explains how someone ends up in the list. But you can see a list of names directly from the invoice editor by clicking the Show Approvers button.

Because the list of recipients has the potential to be quite large, we limit the email to the first ten email addresses identified.

Finance Reviewers

A user belongs to the finance team if they have the cost center permission Create and Approve Invoices for all engagements on the new invoice.

PM Reviewers

A user belongs to the PM team if they meet any of the following criteria:

• is the engagement manager for all engagements on the invoice
• is a project manager for all projects on the invoice
• can act as a project manager for all projects on the invoice

• is on the finance team and the global setting Finance can act as PM flag is set on the Billing tab. This setting grants finance managers the ability to approve on behalf of the project management team

Management Reviewers

A user belongs to the management team if they have the cost center permission Management Approval of Invoices.

Email Send Time

This email is sent immediately.