How do I reminder Approvers?

Modified on Tue, 10 Dec, 2024 at 2:58 PM

Users with Finance access permissions can send bulk or individual reminders to approvers.

Login to Capture Expense

Go to Approval > Finance (All) tab, this will display all expenses waiting to be approved.

Use the check boxes to select one or more claims. 

From the Actions side bar click Send Reminder. A popup box is displayed where you can add an optional message.

Click Send and a reminder email will be sent to those Approvers.

Note: When you highlight a transaction row, in the bottom right of the sidebar, you can see who the claim is waiting to be approved by. 

 

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