Skip to main content

Available Standard Email Notifications

Standard email notifications are automatically generated by the system to notify users immediately whenever certain actions occur. Chrome River users can opt into or out of firm-specific standard email notifications via the Notification Settings section of their Settings screen. Administrators may control which email notifications appear in users' Notifications Settings list via the Notifications Admin Screen.

See Understanding Email Notifications for more on the differences between these standard email notifications and the customizable scheduled report emails.

Be sure to add the Chrome River Mail Server IP address to the gateway so that Chrome River's emails can be received by your organization. Open a case with the Chrome River Help Desk to get the correct IP address.

Expense Email Notifications

Name Subject Line Description Recipients
Receipt Notify “Chrome River Receipt Confirmation”

Expense owner receives success or failure notification for receipts.

Expense Owner
Email Receipts Replaced "Chrome River Receipt Images Replaced"

Expense owner, creator, and optional administrator are notified when emailed receipts have replaced existing receipts on the report.

Expense Owner, Creator and (optionally) Admin
Expense Export Notification "Chrome River Expense Export"

Administrator who initiated export or is signed up for auto export receives email confirmation.

Administrator
Expense Report Adjustment "Chrome River Expense Adjusted Items"

Expense creator and owner (if different) are notified when an approver makes an adjustment to the expense.

Expense Owner and Creator
Expense Report Assignment "Chrome River Expense Approval [Expense Owner Name]"

Approver is notified when a report is submitted for approval or routed to the next approver.

Approver
Expense Report Approval Failed "Expense Report no longer assigned to you"

Approver is notified when attempting to take action via an older version of the expense approval email and instructed to review and approve the latest version of the approval email.

Approver
Expense Report Audit Approval "Chrome River Audit Approval [Expense Owner Name]"

Expense owner is notified when an expense report has been assigned for approval in Audit.

Expense Owner
Expense Report Audit Approval Return "Chrome River Audit Approval Return"

Expense owner is notified when an expense report has been returned to him/her during the audit process.

 

Expense Owner
Expense Report Returned "Chrome River Expense Returned Items"

Expense owners, creators and delegates are notified when an approver returns an expense report.

Expense Owner, Creator, All Delegates
Paid Expense Feed Notification "Notification of Chrome River Payment for [Expense Owner Name]"

Expense owner receives details of all new payments noted for his/her expenses marked partially or fully paid via the Paid Expense Feed, including report information and check and EFT numbers. Optionally, your organization may choose to add a Payment Details to display how the user has been reimbursed (e.g., direct reimbursement or company credit card).

Paid_Expense_Email_with_Payment_Type.png

Expense Owner, Creator (optionally), All Delegates (optionally)
Receipt Processed "Chrome River Receipt Images Processed"

Expense creator receives email confirmation when a faxed receipt has been processed for his or her report.

 

Creator
Receipts Replaced Notification "Chrome River Receipt Images Replaced"

Users who fax or email receipts for a submitted expense report receive an email that receipt images were replaced or that errors occurred (e.g., missing cover pages, missing content, expense report not found in the system).

Creator

Pre-Approval Email Notifications

Name Subject Line Description Recipients
Pre-Approval Approval Complete "Chrome River Pre-Approval Request Approved"

Pre-Approval expense owner and, if applicable, creator receive a notification when a Pre-Approval Request has been approved by all assigned approvers.

Expense Owner, Creator
Pre-Approval Approval Notify "Chrome River Pre-Approval Request [Creator Name]"

Approver receives notification when a Pre-Approval Request has been assigned to him or her for approval.

Approver
Pre-Approval Return Return "Chrome River Pre-Approval Request Returned"

Pre-Approval expense owner and, if applicable, creator receive a notification when a Pre-Approval Request has been returned.

Expense Owner, Creator

Invoice Email Notifications

Name Subject Line Description Recipients
eInvoice File Received and Processed "Chrome River EINVOICE Processing Results for File [Name]"

Administrator receives notification when eInvoice file has been received and processed.

Administrator
eInvoice Mapping Error "eInvoice Mapping Failure Notification"

Administrator receives notification when eInvoice mapping fails, including the reason for the failure.

Administrator
Invoice Approval Assignment Rush "Chrome River Invoice Approval | ***RUSH*** [Vendor Name]"

Approver receives notification when an invoice has been assigned for his/her approval and is marked as "Rush."

Approver
Invoice Assignment Notify "Chrome River Invoice Approval [Vendor Name]"

Approver receives notification when an invoice has been assigned for his/her approval.

Approver
Invoice Images Processed "Chrome River Invoice Confirmation"

Invoice creator receives notification when invoice images have been received and attached to the invoice.

Creator
Invoice Export Notification "Chrome River Invoice Export"

Export requester or configured user receives notification when an invoice has been exported.

Export Requester, Configured User
Invoice From PDF Email Attachment "Chrome River Receipt Confirmation" or "Chrome River Receipt Error"

Administrator or configured user receives notification when an invoice has been created, or the email sender receives notification of failure along with requirements for setup.

Administrator, Configured User, Email Sender
Email Invoice Receipts Notify "Chrome River Invoice Receipt Error"

Invoice creators who fax or email receipts for an invoice receive an email if it is missing a cover page or content.

  • If the unsuccessful images were emailed, the images are returned to the email address of the person who submitted the images.
  • If the unsuccessful images were faxed, the images are NOT emailed.

Creator
Invoice Approval Return Notify "Chrome River Invoice Approval | Return | [Vendor Name]"

Notification that an invoice has been returned during the approval process; recipients are determined by the user who initiates the return.

Determined by Returner
Invoice Approval Return Notify Rush "Chrome River Invoice Approval | Return | ***RUSH*** [Vendor Name]"

Notification that an invoice has been returned during the approval process and is marked as "Rush." Recipients are determined by the user who initiates the return.

Determined by Returner

Purchase Order Email Notifications

Name Subject Line Description Recipients
PO Assignment Notify Normal "Chrome River PoRequest Approval | [Vendor Name]"

Approver receives notification when a purchase order has been assigned for his/her approval. If the creator is different from the requester, the requester also receives a notification that the purchase order has been assigned.

PO_Assign_Notify_Normal.png

Approver, Requester
PO Assignment Notify Rush "Chrome River PoRequest Approval | *** RUSH*** [Vendor Name]" Approver receives notification when a purchase order has been assigned for his/her approval and is marked "Rush." Approver
PO Approved Notify "Chrome River Purchase Order Fully Approved [PO Number]"

Creator and everyone in the approval chain are notified when a purchase order has been fully approved. A PDF of the PO Report is attached to the notification email.

PO_Approved_Notify.png

Creator, Requester, Approval Group Members
PO Return Notify Normal "Chrome River PoRequest Approval |[Vendor Name]"

Notification that a purchase order has been returned during the approval process; recipients are determined by the user who initiates the return.

PO_Return_Notify.png

Determined by Returner
PO Return Notify Normal PO Return Notify Rush "Chrome River PoRequest Approval | *** RUSH*** [Vendor Name]" Notification that a purchase order has been returned during the approval process and is marked as "Rush." Recipients are determined by the user who initiates the return. Determined by Returner

PO Vendor Notify

"Purchase Order Fully Approved Notification"

Vendor receives notification when a purchase order has been fully approved. The email is sent to the vendor address email in the master data record. Additional subscribers are cc'ed on the email sent to the vendor.

AEN - PO Vendor Notify.png

Vendor

Other Email Notifications

Name Subject Line Description Recipients
Approval Response "Chrome River [Expense/Invoice/Pre-Approval/Purchase Order] Approval Response"

Notification that an expense, pre-approval, invoice or purchase order is no longer assigned to the user for approval.

Approver
Batch File Error "BatchFtpDownload issues" or "Chrome River FTP Error" or similar

Generated when an issue occurs with an FTP file.

If your organization has designated a person to receive these notifications, he or she will receive a Help Desk ticket or an email similar to this:

Administrator
DIRECT PAY Adjusted Account "Chrome River Adjusted Bank Account"

Bank account owner receives update when bank account has changed.

Bank Account Owner
DIRECT PAY Confirmation "Chrome River Direct Pay Confirmation"

Administrator and payment executor receive a payment confirmation email with details of the payment batch executed through Direct Pay.

Administrator, Payment Executor
DIRECT PAY Missing Customer Bank Account "Multiple bank accounts configured without any rules defined"

Administrator is notified when there are multiple bank accounts with the same currency and no rules are set up to identify which bank account to use.

Direct_Pay_Missing_Customer_Bank_Account_thumb_600_0.png

Administrator
DIRECT PAY Omitted Items "Direct Pay Export Items"

Administrator is notified when payments are not included in a scheduled DIRECT PAY export due to missing data, such as incomplete credit card information.

Administrator
DIRECT PAY Return Notification "DIRECT PAY Return Notification"

Administrator is notified when and why a DIRECT PAY payment has been rejected.

Direct_Pay_Export_Items_Notification.png

 

 
Duplicate Matter Filter Feed Chrome River Matter Filter Feed Error

Administrator receives a notification when a duplicate MatterFilters feed file is processed in order to alert them to any potential processing issues.

Dupe_Matter_Filter_Feed_Email_Notification.png

Administrator
Duplicate Paid Expense Feed Chrome River Paid Expense Feed Error

Administrator receives a notification when a duplicate Paid Expense feed file is processed in order to alert them to any potential process issues.

Dupe_Paid_Expense_Feed_Error_Email.png

Administrator
Email Delegates Feed Notification "Chrome River Delegates Feed Confirmation"

Administrator receives email confirmation or error notification after Chrome River processes a Delegates feed.

Administrator
Email Matter Feed Notify "Chrome River Matter Feed Confirmation"

Administrator receives email confirmation or error notifications after the Matter feed runs.

Administrator
Email Not Found "Chrome River [Expense/Invoice/Pre-Approval/PO] Approval"

Approvers who reply to an expense, pre-approval, invoice or purchase order routing notification from an incorrect or invalid email address receive an email that their message could not be processed.

Approver
Email Paid Invoice Feed Notify "Chrome River Paid Invoice Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes a Paid Invoice feed.

Administrator
Entity Feed Notification "Chrome River Entity Feed Confirmation"

Administrator receives email confirmation or error notification after Chrome River processes an Entity feed.

Administrator
Entity Type Feed Notification "Chrome River Entity Type Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes an Entity Type feed.

Administrator
Forgot Password "Chrome River Expense Forgot Password"

Users who select "Forgot Password" on the login screen receive an email reminder of their forgotten password.

User
Forgot User ID "Chrome River Expense Forgot Username"

Users who select "Forgot User ID" on the login screen receive an email reminder of their user name and company ID.

User
Matter Feed "Chrome River Matter Feed Confirmation"

Administrator receives email confirmation or error notifications after Chrome River processes a Matter feed.

Administrator
Matter Filter Feed "Chrome River Matter Filter Feed Confirmation"

Administrator receives email confirmation or error notifications after Chrome River processes a Matter Filter feed.

Administrator
MatterOnSelect Feed Notification "Chrome River MatterOnSelect Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes a MatterOnSelect feed.

Administrator
Missing Report ID/Invoice ID or Subject Line "Chrome River [Expense/Pre-Approval/Invoice/Purchase Order] Approval"

The approver of an expense, pre-approval, invoice or purchase order is notified that the approval email did not contain a subject line or Report ID.

Approver
Paid Expense Feed Notify "Chrome River Paid Expense Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes a Paid Expense feed. (Note that this notification must be turned on or off by Chrome River.)

Administrator
Person Feed Notification "Chrome River Person Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes a Person feed.

Administrator
Prior Invoices Feed Notification "Chrome River Prior Invoices Feed Confirmation" Administrator receives email confirmation or an error notification after Chrome River processes a Prior Invoices feed. Administrator
Transactions Feed Notification "Chrome River Transactions Feed Confirmation"

Administrator receives email confirmation or an error notification after Chrome River processes a Transaction feed.

Administrator
Emburse Card or Amex Small Business Card Program Disconnect Notification "Card Program Disconnect Notification"

Administrator receives email notification if their Emburse Card or Amex Small Business card program becomes disconnected from Chrome River.

Card

Administrator

Scheduled Reports

Certain email notifications are classified as Scheduled Reports, although they may also be run manually. For complete details, see Report Scheduler Admin Screen.

Was this article helpful?