Send Manual Reminders in Expense
Expense allows administrators to send manual reminders to employees who have pending reports that need attention. This feature is particularly useful before financial closings, vacation periods, payroll deadlines, or other important reporting deadlines. By sending targeted reminders directly from Expense, you can ensure that reports are submitted, approved, and processed on time.
How Do Manual Reminders Work in Expense?
Manual reminders allow administrators to contact users directly from within the system.
You can:
- 📩 Send targeted reminders
- 📊 Select which reports should be included
- 👥 Choose specific recipients
👉 This helps keep reporting workflows up to date and reduces delays.
Create a Manual Reminder
Step-by-Step
- Navigate to Reports > Reminders
- Select one of the following filters:
- 📊 Unprocessed Reports
- ✅ Unapproved Reports
- Enter a short message.
- Select the users you want to notify.
- Click Send.
✅ The reminder is sent directly to the selected users.
What Happens After Sending a Reminder?
Once the reminder has been sent:
- 📩 Users receive the reminder message
- ⏱️ They are prompted to complete or submit their reports
- ✅ The reporting process stays on track
👉 This helps ensure reports are submitted before important deadlines.
When Should You Use Manual Reminders?
This feature is especially useful when:
- 📅 Financial closing periods are approaching
- 🌴 Employees are about to go on vacation
- 📊 A large number of reports are still outstanding
👉 Manual reminders help reduce last-minute administration and improve reporting compliance.
💡 Best Practice Tips
- ✏️ Keep reminders short and clear.
- 👥 Target the correct group of users.
- ⏰ Send reminders well in advance of important deadlines.
👉 These practices typically result in faster responses and fewer delayed reports.
Frequently Asked Questions (FAQ)
Can I choose who receives the reminder?
Yes. You can manually select the recipients before sending the reminder.
What is the difference between manual and automatic reminders?
Manual reminders are sent when needed by an administrator, while automatic reminders are sent according to a predefined schedule.
Can I filter which reports the reminder relates to?
Yes. You can filter reports based on status, such as Unprocessed or Unapproved reports.
Summary
- 📩 Send reminders directly from Expense
- 📊 Filter reports by status
- 👥 Select specific recipients
- ✅ Encourage timely submission and approval of reports
- 🚀 Ideal for month-end, payroll deadlines, vacations, and other important reporting periods