Tasks is the first page you are directed to once you sign in to your business’s account.
This page works in two sections—the left side comprises a pending tasks list that has various actions you can perform as an admin. The right side lists various types of reminders that you can send to your employees to make sure nothing remains pending on their end.
Pending tasks
The various actions you can perform include:
Approve submitted expense reports
Verify approved expense reports
Mark verified reports as closed
Add merchant-based expense rules
All listed actions have a button on their right that will take you to the relevant page where you can directly perform the specific task.
Send reminders
You can send various reminders from the Tasks page to spenders. You can manually send reminders or set up an automatic schedule to trigger reminders at the frequency of your choosing.
The different reminders include:
Unverified employees: Remind new spenders to verify their accounts.
Incomplete expenses: Remind spenders to complete their expenses.
Complete expenses: Remind spenders to submit their expenses.
Unapproved expense reports: Remind approvers to approve reports.
Sent back expense reports: Remind spenders to revise and submit sent-back reports.
Unverified expense reports: Remind admins to verify approved expense reports.
Note: All reminders will by default select users who in real time qualify for that reminder. You can manually choose to exclude users from the list.
If you need further assistance with the Tasks page, reach out to our support team at support@capitalone-fylehq.com.