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Disable or make changes to Reminders for reviewers

Unlimited Plan Plus Plan

Show images

SoldoPlans_Enterprise_202407_R_EN.svg

How to disable

  1. From the left-side menu, select Expenses > Expense review.
    WC_Expense_AdvancedReminders_ExpenseMenuItemAnnotated_202501_EN.webp
  2. Select Configure.
    WC_Expense_AdvancedReminders_ConfigureItemAnnotated_202501_EN.webp
  3. Select the Reminder tab.
    WC_Expense_AdvancedReminders_ReminderTabAnnotated_202501_EN.webp
  4. Uncheck the box for Reminders for reviewers to disable the feature.
    WC_Expense_AdvancedReminders_ActiveDisable_202501_EN.webp
  5. Select Save.
    WC_Expense_AdvancedReminders_ActiveDisableSave_202501_EN.webp Note: If you want to enable the feature again, follow the same process.

Edit the settings

  1. From the left-side menu, select Expenses > Expense review.
    WC_Expense_AdvancedReminders_ExpenseMenuItemAnnotated_202501_EN.webp
  2. Select Configure.
    WC_Expense_AdvancedReminders_ConfigureItemAnnotated_202501_EN.webp
  3. Select the Reminder tab.
    WC_Expense_AdvancedReminders_ReminderTabAnnotated_202501_EN.webp
  4. 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.
    WC_Expense_AdvancedReminders_FrequencyDropdownFeatureActive_202501_EN (1).webp
  5. Optionally, toggle "Include expenses not ready for review" if you want reminders to include expenses with missing mandatory details.
    WC_Expense_AdvancedReminders_ExpenseToggleFeatureActive_202501_EN (1).webp
  6. Select Save.
    WC_Expense_AdvancedReminders_ExpenseToggleFeatureActiveSave_202501_EN (1).webp

Show images

SoldoPlans_Enterprise_202407_R_EN.svg

How to disable

  1. From the left-side menu, select Expenses > Expense review.
    WC_Expense_AdvancedReminders_ExpenseMenuItemAnnotated_202501_EN.webp
  2. Select Configure.
    WC_Expense_AdvancedReminders_ConfigureItemAnnotated_202501_EN.webp
  3. Select the Reminder tab.
    WC_Expense_AdvancedReminders_ReminderTabAnnotated_202501_EN.webp
  4. Uncheck the box for Reminders for reviewers to disable the feature.
    WC_Expense_AdvancedReminders_ActiveDisable_202501_EN.webp
  5. Select Save.
    WC_Expense_AdvancedReminders_ActiveDisableSave_202501_EN.webp Note: If you want to enable the feature again, follow the same process.

Edit the settings

  1. From the left-side menu, select Expenses > Expense review.
    WC_Expense_AdvancedReminders_ExpenseMenuItemAnnotated_202501_EN.webp
  2. Select Configure.
    WC_Expense_AdvancedReminders_ConfigureItemAnnotated_202501_EN.webp
  3. Select the Reminder tab.
    WC_Expense_AdvancedReminders_ReminderTabAnnotated_202501_EN.webp
  4. 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.
    WC_Expense_AdvancedReminders_FrequencyDropdownFeatureActive_202501_EN (1).webp
  5. Optionally, toggle "Include expenses not ready for review" if you want reminders to include expenses with missing mandatory details.
    WC_Expense_AdvancedReminders_ExpenseToggleFeatureActive_202501_EN (1).webp
  6. Select Save.
    WC_Expense_AdvancedReminders_ExpenseToggleFeatureActiveSave_202501_EN (1).webp
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The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.