Reminders for approvers

🔔 How do the reminders work?

When a user submits an expense report, the auditor or approver gets a reminder automatically. If the expense report is still waiting, new reminders are sent at the interval in days that the administrator has set. The reminder can come as a push notification in the app, as an email or both.

👉 Applies to: approvers, auditors and administrators.

📱 As an approver: how to get the reminders

Push notifications: allow notifications for Expense in your phone's settings.
Email: check the email box under My > Settings.

👉 Under My > Settings, you only change how you get your own reminders.

✅ When you get a reminder, you find the expense report under To Do > To review.

⚙️ As an administrator: set up reminders

⚠️ Only administrators can set up the automatic reminders. They apply to everyone in the company.

Go to Administrate > Settings > Misc.
Enter the interval in days for sending reminders.
Save.

📨 Send a reminder manually

If an expense report is still waiting and the payroll run is getting close, the administrator can send a reminder manually under Accounting > Reminders.

❓ Frequently asked questions (FAQ)

When is the reminder sent?
When the expense report is submitted, and then again at the interval in days that the administrator has set.

I don't get any reminders. What do I do?
Check that push notifications are allowed on your phone and that email is checked under My > Settings. Read Push notifications in the Expense app.

Can the administrator remind an approver manually?
Yes, under Accounting > Reminders.

What happens if the approver is away?
Ask your finance department or HR to change the approver. Read Approval substitute when you are away.

✅ Summary

🔔 Reminders are sent automatically when an expense report is submitted
📱 They come as a push notification, an email or both
⚙️ The administrator sets them up under Administrate > Settings > Misc
📨 The administrator can also send a reminder manually under Accounting > Reminders