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Send manual reminders
Do expense reports need to come in or be approved quickly, for example before the year-end closing or the holidays? Then you can send a reminder directly from Expense to the users concerned.
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🔍 Manual or automatic reminders?
Manual Automatic When are they sent? When you choose According to a schedule Who gets them? Recipients you choose Everyone with expense reports to handle Suitable for Closing, holidays, deadlines Ongoing follow-up 👉 Applies to: administrators who follow up expense reports.
📩 How to send a manual reminder
- Go to Accounting > Reminders.
- Choose who to remind:
- Users with expense reports they have not submitted yet (unsubmitted accountings)
- Auditors with expense reports waiting to be audited (unaudited accountings)
- Approvers with expense reports waiting to be approved (unauthorized accountings)
- Choose the types of expense reports: travels, invoices and/or OOP/mileage allowance (expenses and mileage allowance).
- Want to remind only about older expense reports? Enter the number of days under …that is older than.
- Write a short message, choose recipients and click Send.
✅ The reminder is sent to the recipients straight away.
💡 Keep it short and clear, mention the last date, and send it well before the deadline.
❓ Frequently asked questions (FAQ)
Can I choose who gets the reminder?
Yes, you choose the recipients yourself.What is the difference from automatic reminders?
You send manual reminders when needed. Automatic reminders are sent according to the schedule you have set.Can I remind approvers?
Yes, choose approvers with expense reports waiting to be approved. To remind auditors, choose auditors with expense reports waiting to be audited.✅ Summary
- 📩 Accounting > Reminders
- 📊 Choose who to remind, the accounting types and, if needed, how old the expense reports should be
- ✏️ Write a message and choose recipients
- 📅 Perfect before closing and holidays
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