As an admin, you can use the Reminders feature to schedule automatic reminders to your employees for various tasks. Reminders are an effective way to make sure tasks get done on time and avoid delays in your expense management process.

On your Tasks page, the right-hand side of your screen is a list of reminders you can send out manually.

To send out the reminder manually, hover your arrow over the reminder and select the Remind button on the right of the reminder name.

This will open a pop-up box where the employees who qualify to receive the reminder are selected by default and an auto-generated reminder message is filled in.

You can customize the list of employees selected by clicking the edit icon beside the number of selected employees.

Use the check boxes to select or deselect employees and select the Save button to record your changes.

Once you've customized the reminder, select Send reminder to continue.

The reminders will be sent out to the selected employees via their registered emails.

After sending the manual reminders successfully, you will get a prompt asking you to set an automatic reminder for the task.

Select the Set automated reminders button to begin.

Choose the frequency of the reminder and set a time best suited to your business's working hours. You can also type in a reminder message that all your employees can see.

Once you have filled in all details, select the Add reminder button.

Once the automated reminder is scheduled, you can see when the latest reminder was sent and when the next reminder will be sent from the tasks page.

If you have any more questions about setting automatic reminders, reach out to our support team at support@capitalone-fylehq.com.