Once enabled, submission and approval reminders will be sent to your users in the form of an automated reminder email. 

Submission reminders will send users a reminder to submit any outstanding expenses. To enable submission reminders, complete the following steps:

1. Go to Admin > Reminders.

2. In the Submission Reminders tab, tick the Submission Reminders Enabled box to enable Submission Reminders. 

3. Select the date the expense submissions are due from the dropdown.

4. Set the number of days before the expense submissions are due that you wish your users to receive the reminder.

5. Click Update to enable submission reminders on your account.

Card transaction reminders will send users a reminder to submit any outstanding company card expenses that have been imported for them. To enable card transaction reminders, complete the following steps:

1. Go to Admin > Reminders.

2. In the Card Transaction Reminders tab, tick the Card Transaction Reminders Enabled box to enable Card Transaction Reminders.

3. Set the number of Days before sending the initial reminder. After the set number of days after the card transactions have been imported, a reminder notification will be sent to the user to submit their expenses.

4. Set the Days before sending subsequent reminders. This is the number of days after the initial reminder that subsequent reminders should be sent. Reminders will continue to be sent for this defined period until the expenses are submitted.

5. Click Update to enable card transaction reminders on your account.

Approval reminders will send approvers a reminder to approve any outstanding expenses, invoices or purchase requests that have not yet been approved. To enable approval reminders, complete the following steps:

1. Go to Admin > Reminders.

2. In the Approval Reminders tab, tick the Approval Reminders Enabled box to enable Approval Reminders.

3. Add the number of days that the expenses should be with the approver before a reminder email is sent. A reminder email will be sent every day from that point until the expenses are approved. 

4. Click Update to enable approval reminders on your account.

If you no longer want to use reminders on your account, you can disable any reminders you have enabled. To disable reminders, complete the following steps:

1. Go to Admin > Reminders.

2. Go to the relevant reminder tab and untick the Reminders Enabled box.

3. Click Update.

4. Repeat the steps for each type of reminder you want to disable.

Advanced settings