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Actionable Messaging: How to Approve NetSuite Expense Reports and Timesheet Entries from Outlook
Actionable Messaging: How to Approve NetSuite Expense Reports and Timesheet Entries from Outlook

OLNS | Learn how to approve timesheet entries and expense reports without leaving Outlook

Updated over a week ago

CloudExtend Outlook for NetSuite Enterprise Edition customers can take advantage of Actionable Messaging to allow supervisors to approve timesheet entries directly from their Outlook mail inbox. 

Actionable Messaging in action


Known issues

Mac Users

Microsoft has not yet made the Actionable Messaging API available for desktop Outlook on Mac. If you are a Mac user and wish to use Actionable messaging connect to your email via your browser. 


Prerequisites

  • An active CloudExtend Outlook for NetSuite Enterprise Edition License*

  • CloudExtend bundle installed in NetSuite Account.

  • CloudExtend Outlook Add-in installed on Outlook accounts of users who will be approving actionable messages.

Approval Steps

As a supervisor, if any of your team members create a new Timesheet entry or expense entry you will get an email from CloudExtend (actionable-messaging@celigo.com) as shown below.

Sample Time Approval Email

Click on Approve button in the mail and it will open CloudExtend Add-in and wait for the success message.


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