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.

1. From the left-side menu, select Expenses > Expense review.
   
2. Select Configure.
   
3. Select the Reminder tab.
   
4. Check the box for Reminders for reviewers to enable the feature.
   
5. 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.
   
6. Optionally, toggle "Include expenses not ready for review" if you want reminders to include expenses with missing mandatory details.
   
7. Select Save.