How to define who receives accrual requests

Any contact within the Accrualify platform linked to a particular vendor can receive an accrual request. These contacts can be an internal contact (i.e., an employee of your company that manages the vendor) or can be a contact from within the vendor's company. 

At the contact level, only two roles can receive accrual requests: PRIMARY and ACCRUAL_REQUEST. User contacts can have multiple roles. 

To set who should receive accrual requests, first make sure the contact you want to link to a vendor has been assigned either PRIMARY or ACCRUAL_REQUEST role. 

If the contact is a vendor contact, they will automatically appear at the vendor contact page after being created. 

If the contact is an employee at your company, you will need to link them to the vendor you plan to request accruals from.

To link an employee contact to a vendor, first navigate to the vendor detail page. At the top of the details section, click on the "Internal Contacts" tab.

Once there, click on the "link contact" button on the right. 

This will open a modal window with a drop down selector. 

You can either use the drop down to navigate through all your employee contacts OR start typing the employee's name to narrow down the list. Once you have selected the appropriate employee, click on the submit button to link the contact to the vendor.

They will now appear in the list of contacts for the vendor.

Now that these contacts are linked and have been assigned the ACCRUAL_MANAGER role, they will receive all accrual requests for that vendor.

If you have multiple accrual request managers assigned to a single vendor, all contacts will receive the request. If more than one contact responds the to request, the first accrual estimate is kept and others disregarded. The only exception to that rule is if the first estimate is provided from an internal employee and then a second estimate comes in from the vendor. The vendor estimate will get priority.