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If you're using the Reminders feature, you can send a request to an employee to complete missing mandatory information when reviewing expenses.
How is 'Request missing information' different from 'Reminders'?
The Request missing information (Send reminder) functionality is part of the Reminders feature. It's only available when Reminders are active. Here's how Reminders and Request missing information work:
Reminders
When you set up the Reminders feature, you'll set up a schedule for:
- Deadline reminder email
- Pre-deadline reminder email
Automated emails will be sent to all users who have not completed the details specified in the Transaction rules section. The emails will be sent based on the schedule that you set for deadline and pre-deadline reminders. You can optionally choose to add a list of exempt users. These users will not receive the automated emails.
You can find out more about Reminders in this article: What are Reminders and how do they work?
Request missing information
When you're reviewing expenses, you'll be able to manually trigger a reminder email to any employee. This will notify the employee that they need to complete the mandatory details for their expenses. They'll still receive the automated emails you've set up in Reminders but the Request missing information feature gives reviewers the flexibility to send an instant reminder to their employees.
Employees will receive the same email sent by the automated Reminders feature. Additionally, you can override any employees previously marked as exempt in Reminders. For example, if you originally exempted certain employees but now want to send them a reminder manually, you can do so using the Request missing information feature.
How to Request missing information from the Web app
- Log in to the Web app.
- From the left-side menu, select Expenses > Expense review.
- Select the user.
- Select Request missing details.
Note: The reminder will be sent only to the employee whose transactions you are currently viewing. - Confirm by selecting Request missing details.
- We'll send the employee an email informing them how many transactions are missing required information and instructions on how to complete the details for the transactions.
Note: If the Reminder feature hasn't been set up, you'll receive a message "There's no active reminder" and no email will be sent. You can find out how to set up Reminders in this article: What are Reminders and how do they work?
How to Request missing information from the Mobile app
- Log in to the Mobile app.
- From the bottom navigation menu, tap Account.
- Tap Expense review.
- Tap the user.
- Tap Send reminder.
Note: The reminder will be sent only to the employee whose transactions you are currently viewing. - Confirm by selecting Yes, send.
- We'll send the employee an email informing them how many transactions are missing required information and instructions on how to complete the details for the transactions.
Note: If the Reminder feature hasn't been set up, you'll receive a message "There are no missing requirements" and no email will be sent. You can find out how to set up Reminders in this article: What are Reminders and how do they work?
FAQs
What are "missing details"?
Missing details refers to anything that you have set up in the Transaction rules section of the Reminders feature. These are mandatory details that employees must complete for all expenses. If any one of the items set in Transaction rules is incomplete, then the transaction is considered as missing required information.
Can I keep track of the reminders that I send?
Currently, there is no feature to track the reminders you send. When you choose to send a reminder, we'll let the employee know by sending an email informing them that they have transactions with missing details. The employee should follow the instructions in the email and complete the transaction details.