Keeping expenses moving through the approval process can be challenging. Without timely approvals, finance teams may face delays, and employees might not get reimbursed on time. Reminders for reviewers are automated email notifications that work seamlessly with the Reminders and Expense review features, making sure that employees provide all required information and that reviewers complete their approvals on time.
Who can set up Reminders for reviewers?
Super admins, Admins and Accountants with an eligible plan can activate and configure this feature in the Expense review section.
Note: Before you can set up Reminders for reviews, you’ll need to make sure you’ve set up and activated the Expense review feature.
How are Reminders for reviewers different from standard Reminders?
Reminders help spenders complete their expenses by prompting them to complete all required details, such as receipts and expense categories. They also send email notifications both before and on the deadline, making sure that spenders don’t forget to finalise their expenses on time. Reminders for reviewers help reviewers stay on top of pending approvals, ensuring expenses move through the process smoothly and without delays.
| Reminders | Reminders for reviewers | |
| Who receives the reminders? | Spenders | Reviewers |
| Purpose |
Prompt spenders to enrich transactions with all required information. Send two emails to remind users about expenses they haven’t completed: one on deadline day and one in advance. |
Send email reminders to reviewers to notify them that they have expenses to review. |
How often are Reminders sent?
We leave that up to you! With Reminders for reviewers you can decide when and how often you want to send the reminders.
How will I receive the reminders?
We'll send the reminders to your email address. Here's what you can expect to find in the reminder email (depending on your configuration):
Can I use Reminders for reviewers without Reminders?
Yes! If you only want to send reminders to reviewers and not spenders, you don’t need to enable the Reminders feature. When using Reminders for reviewers on its own, reviewers will receive notifications regardless of the details the spender has added to the transaction.
However, if you pair Reminders for reviewers with Reminders, we’ll only notify reviewers when all required details have been added, helping to reduce unnecessary emails. If you prefer to receive reminders for all expenses, including those with missing details, you can change this in the settings.
Who will receive the reminders?
Reminders will only be sent to reviewers who have expenses to review. By default, we’ll only send a reminder for expenses that have all mandatory details completed. If you want to include expenses with missing details or those not yet ready for review, you can enable this option when configuring the feature.
What happens if a reviewer is out of office? Who will receive the reminder?
If a reviewer is out of office and has delegated duties to someone else, both the original reviewer and their delegate will receive a reminder about the expenses that need to be reviewed. This ensures nothing gets missed while they’re away. To find out more about the out of office feature, take a look at this article: What is out of office?