How to set which users receive messages when a check is requested, this would typically be an accountant or whom ever is responsible for cutting case expense checks.
- NOTE: This can only be done by a firm administrator.
- Navigate to the Icon in the top right corner of your account and select Account Settings.
- Click on the Settings header.
- A pop-up window will appear.
- Select the caseworker(s) you would like to receive cost notifications from the dropdown menu.
- Click Save.
- Your changes will be visible under Settings.
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