As an Approver, you can view all unsubmitted expenses of the users that are assigned to you. If you would like to send an email reminder to the users about these expenses you can follow the steps as written below.
As a Controller, you can view expenses waiting to be approved and send an email reminder to the approver
Send email reminder to users
- Go to the Expenses overview.
- Switch role from Personal to Approver.
- Select All expenses (next to To Do).
- There are 2 ways to remind a user
- Select the expense you want to remind a user of by selecting it, and click Send reminder.
- Open the expense by clicking it, and select Send reminder from the actions on the top right of the expense.
Note: Sending a reminder is only possible if the expense is not submitted yet.
- Select the expense you want to remind a user of by selecting it, and click Send reminder.
- A confirmation message will show up, once the email is sent.
Send email to the involved approvers
- Go to the Expenses overview.
- Switch role from Personal to Controller.
- Select All expenses (next to To Do).
- There are 2 ways to remind a user
- Select the expense you want to remind the approver of by selecting it, and click Send reminder.
- Open the expense by clicking it, and select Send reminder from the actions on the top right of the expense.
- Select the expense you want to remind the approver of by selecting it, and click Send reminder.
- A confirmation message will show up, once the email is sent.