As an admin, you can send reminders to your employees for their pending tasks. While all of these reminders can be automated, you can always manually trigger reminders from the Tasks page. If you’d like to automate reminders, view the Set up automated reminders help article for instructions.
There are multiple types of reminders you can send to your employees:
Incomplete expenses: Remind spenders to add required details to their incomplete expenses.
Unreported expenses: Remind spenders to submit their expenses in an expense report.
Unapproved expense reports: Remind approvers to approve expense reports submitted by members of their team.
Sending manual reminders
To manually send out a reminder, select the Tasks tab from the left side panel. In the Send reminders section of the page, select the Send reminder button near the reminder you’d like to send.
In the Send reminder pop-up, the spenders who qualify for the reminder are selected as email recipients by default. An auto-generated reminder message is provided.
You can edit the list of email recipients by selecting the Edit icon.
Select or deselect the checkboxes to determine who receives the reminder email. Select the Save button to proceed.
After the reminder email recipient list and message are correct, select the Send reminder button to send the reminder email.
Note: You can send a manual reminder for each pending task once every day. To send multiple reminders of the same type, you will need to wait 24 hours after sending the first reminder.
After sending the reminder, you’ll have the option to set up an automatic reminder for the task.
If you’d like to set up the automatic reminders, select the Set automated reminders button. You can skip this by closing the pop-up.
Select the frequency (weekly or monthly) of the reminder emails. You can select the day and time the automatic reminder email will be sent. Enter a reminder message in the text box. This message will be included in the reminder email sent to your employees.
Once you’ve made your selections, select the Add reminder button to save the automatic reminder.
After you’ve sent your reminder, you can see when the latest reminder was sent and when the next reminder is scheduled.
If you need further assistance with sending reminders, contact our support team at support@capitalone-fylehq.com.