Reminders

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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.

  1. Select Enable Reminder.

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

  3. Select which users should receive the reminder.

  4. Enter a Subject for the email.

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

  6. Click Save.

See also: Reminding approvers XX