As an admin you can control which email notifications are sent out to users for updates on expenses and expense reports. These notifications are sent out to users via their official email. You can make changes to the notification preferences at any point.
To set your organization wide notification preferences, follow the instructions in this article.
Navigate to admin settings by selecting the gear icon on the top right corner of your screen.
From the left side panel select Account and Reminders & notifications.
Scroll down to Email notifications.
Using the checkboxes beside the notifications, you can check and uncheck your preference using the checkboxes.
Expenses
When an expense is created via email: An email will be sent to users once an expense is created after forwarding receipts via email.
When a comment is left on an expense: An email will be sent to users if their approver or admin has left a comment on an expense.
When an approver/admin removes an expense from the report: An email will be sent to users if an expense is removed from their expense report by their approver or admin.
When an approver/admin edits an expense: An email will be sent to users if an approver or admin makes any edits to their expense.
Expense Reports
When an expense report is submitted: An email will be sent to users once their expense reports are submitted to their approver or admin for approval.
When an expense report is sent back: An email will be sent to users if their expense report has been sent back by their approver or admin.
When a comment is left on a report: An email will be sent to users if their approver or admin adds a comment on a submitted report.
When a report is approved: An email will be sent to users once the report has been approved by their approver or admin.
When you select your preferences, select Save to proceed.
Once saved, the selected emails will be sent to your users once the corresponding action has been taken on their expenses and expense reports.
If you need further assistance with organization wide email notifications, reach out to our support team at support@capitalone-fylehq.com.