Reminding approvers

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Note: Only Finance and Admins are able to send reminders about approvals - XX

To send approvers reminders:

  1. Click Approval in the side menu.

  2. The tabs at the top of the screen represent different approval stages, and there is also a tab for Finance users.

  3. Click the Finance tab.

  4. Check the boxes to select one or more claims.

  1. From the Actions section, click Send Reminder.

  2. A popup box is displayed where you can add an optional message.

  3. Click Send and a reminder email will be sent to the claims’ approvers.

See XX for setting up reminders.