Reminders

Reminders are automated emails sent to users to prompt them to submit their expense claims by a particular date. You can configure the frequency, recipients, and message content.

Configuring a reminder

   
1.        

   Go to Setup > Settings > Reminder.

      

   
2.        

   Select Enable Reminder.

      
   
3.        

   Select the frequency of the reminder, e.g. Monthly.

      
   
4.        

   Select which users should receive the reminder.

      
   
5.        

   Enter a Subject for the email.

      
   
6.        

   Enter the body of the email in the Email Message field.

      
   
7.        

   Click Save.

      

See also: Reminding approvers.