Reimbursement Notification

Overview

The Reimbursement Notification event (RN) is used to advise a Driver of payment of their reimbursement claim.

This email will pop-up in the Contracts / Claim screen for sending when 'Post' is clicked and the feature is set-up.
The sent email will be displayed in the Contracts / Events tab when finished.
The email will be suppressed if the Drivers / Finances "Stop BECS" flag is turned ON (i.e. is not going to be paid yet).
The email text is auto-populated with the Approval ID and each row value. E.g. "Notification from approval #103182".
If the email is cancelled, an un-sent event is stored for later use.

Visit the Email Setup page for details of other system emails you can set-up.

Note: An email will NOT be sent if you 'Post' the Claim from the Approvals screen.

Client Set-up

Contact Catch-e Support and provide the following:

  1. Subject

  2. Content of the email

  3. If the email sender should be generic, provide the sender name and address (otherwise the user that is launching the email will be shown).

Channel Emails

You can use an alternative email for a Channel if required.
Contact Catch-e Support and provide the following:

  1. Channel

  2. Subject

  3. Content of the email

  4. If the email sender should be generic, provide the sender name and address (otherwise the user that is launching the email will be shown).

Catch-e Set-up

The following set-up steps are performed by Catch-e staff

  • The Global Control flag approval_reimbursement_notification_flag must be set to "yes".

  • The email subject and body text need to be recorded in [gb_templates]pdf_reimbursement_notification

  • The email sender defaults to the Users details, if a generic sender name and email address is desired, the mail_sender_name and mail_sender_address fields also need to be populated in [gb_templates]pdf_reimbursement_notification

Available Placeholders

FieldDescription

reg_no

Vehicle Registration number

given_name

Found on Drivers record, Contact tab

email_driver_name

Found on Drivers record, Contact tab

home_email

Found on Drivers record, Contact tab

bank_bsb

Found on Drivers record, Finances tab bank_bsb - [fm_driver_bank_accounts]bsb

bank_account_number

Found on Drivers record, Finances tab - bank_account_number - [fm_driver_bank_accounts]account_number

contract_event_id

The contract event number stored in fm_contract_events

approval_id

The approval number created on save of the approval

sender_name

Sender's name - company name

sender_address

Company address

approval_note

Notes that can be added to the email

approval_insert_1

Additional information that can be added to the body of the email if text format is used.

Note: This text is hard-coded and contains the following text when an Approval ID is present: ' of the following item(s)'.

approval_insert_2

When the email is written in plain text this placeholder shows each approval or claim row as a separate line in the email. It contains a dash, the description, GST inclusive value and the tag "inc GST". E.g.

- Service $500.00 inc GST
- Tyres $1000.00 inc GST
- Registration Inspection $100.00 inc GST<br

html_approval_insert_1

Additional information that can be added to the body of the email if html format is used

html_approval_insert_2

When the email is written in html this placeholder shows each approval or claim row as a separate line in the email. It contains a dash, the description, GST inclusive value and the tag "inc GST". E.g.

- Service $500.00 inc GST
- Tyres $1000.00 inc GST
- Registration Inspection $100.00 inc GST

approval_total_gross

The GST inclusive total of the reimbursement. This contains a $ sign and a thousands comma. E.g.

$5,230.00