How do I create reminders?

Modified on Tue, 10 Dec, 2024 at 2:59 PM

Important:

You must be a system administrator in order to access this functionality.

In Capture Expense, you can create reminders, to prompt users to submit their expense claims on time. To create a reminder: 

Navigate to Settings

  1. Click on the Setup cog icon. A dropdown appears. From here, select Settings.

Create a Reminder

  1. Select the Reminder tab.
  2. Ensure that the Enable Reminder checkbox is ticked.
  3. Choose the frequency of the reminder. By default, this is set to monthly. 
  4. Select which users you would like to receive the reminder. 
  5. Enter the Subject for the email.
  6. In the Email Message box, enter the content of your email. 
  7. Once complete, ensure you press save. 

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