In the Finance role, you can view all the expense/s that need to submitted, to be approved, and to be controlled (If your company has a controller).
If there are expense/s 'to submit, expenses to approve, or expense to control' you can send a reminder to the users to submit the expense, to the approver to approve the expenses and controller to control the expense.
Here are the steps to send an email reminder.
- Go to Expense
- Switch the role from Personal to Finance
- Click ALL to view all the expenses.
- Select the expense/s that you wish to send an email reminder (To submit, submitted, or approved)
- From the Actions drop-down list, select Send reminder.
Note: A confirmation message will show up at the top of the screen, once the email is sent.
To send email reminder to the approver as a user. Click the article below.
To send email reminder to the user as the approver, Click the article below.