How to set up Reminders for reviewers

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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.

From the left-side menu, select Expenses > Expense review.
Select Configure.
Select the Reminder tab.
Check the box for Reminders for reviewers to enable the feature.
Choose the reminder frequency:
- Daily – Reminders will be sent every day.
- Weekly – Select one or more days of the week.
- Monthly – Select one or more dates.
Optionally, toggle "Include expenses not ready for review" if you want reminders to include expenses with missing mandatory details.
Select Save.

Show images

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.

From the left-side menu, select Expenses > Expense review.
Select Configure.
Select the Reminder tab.
Check the box for Reminders for reviewers to enable the feature.
Choose the reminder frequency:
- Daily – Reminders will be sent every day.
- Weekly – Select one or more days of the week.
- Monthly – Select one or more dates.
Optionally, toggle "Include expenses not ready for review" if you want reminders to include expenses with missing mandatory details.
Select Save.

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