Electronic Bank Payments > Email notification once the Payment Batch is approved

Once the payment batch has been submitted, the approver receives a notification that a batch is awaiting approval. However, once the batch has been approved the person who created the payment batch is not notified.

The creator of the batch can be notified by the Saved Search once the payment batch they submitted is approved.

Steps to create the Saved Search are as follows:

1. Navigate to Lists > Search > Saved Searches > New
2. Click Payment File Administration
3. Search Title: Enter Title
4. Public: Enter Checkmark
5. Click Criteria
6. Click Standard
7. Filter:

• Select System Notes Fields…

1. System Notes Filter: Select Type
2. Type: Select Create
3. Click Set

• Select Date Created 

1. Date Created: Select on
2. Quick Filters: Select Day
3. Available Selectors: Select Today
4. Click Set

• Select File Processed? 

1. File Processed: Select any of
2. Select Processed
3. Click Set
4. Click Results
5. Click Columns
6. Field:
7. Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
8. Click Email
9. Send Email Alerts When Records Are Created/Updated: Enter Checkmark
10. Click Recipient from Results
11. Send on Update: Enter Checkmark
12. Recipient Field: Select Owner
13. Click Customize Message 
14. Note: The body of the email can be customized if needed.
15. Click Save & Run