Admins can send reminders to users to create reports for un-reported expenses and remind approvers to approve the respective reports.

As an admin, you will be able to trigger these reminder mails in two ways with Fyle now, i.e;

  • Trigger the reminders manually.

  • Setting Auto Reminders

Reminder to report expenses 

Steps to set Auto Reminders

Step 1: Click on the settings "gear" icon, seen at the top right of your Fyle dashboard.

Step 2: Go to Admin Settings >Account >Notifications.

Step 3: Under the Reminders section, you will be able to create automatic reminders by clicking on the Add Reminder button.

Step 4: You would have to select the Unreported Expenses option > Choose the reminder type, select the frequency, enter the description and click on the Add Reminder button.

Steps to trigger the reminders manually

Step 1: To view all unreported expenses, select the Expenses option from the left panel. 

Step 2: Select the expenses for which you would want to trigger the reminder to report the expenses and click on the Remind to Report button

reminder to report button

Note: You will be able to send a reminder to report, only for expenses in 'Fyled' state.

Reminder to Approve Reports

Steps to set Auto Reminders

Step 1: Click on the settings "gear" icon, seen at the top right of your Fyle dashboard.

Step 2: Go to Admin Settings>Account>Notifications.

Step 3: Under the Reminders section, you will be able to create automatic reminders by clicking on the Add Reminder button.

automating reminders on Fyle

Step 4: You would have to select the Unapproved Reports option > Choose the reminder type, select the frequency, enter the description and click on the Add Reminder button.

Steps to trigger the reminders manually:

Step 1: In your Organization view, select the Reports option from the left panel > Go to Approval Pending tab

Step 2: Select the reports for which you would want to trigger the reminder to approve notification and click on the Remind to Approve button

manually remind approvers to approve report

The email notification would go out to the approvers who are responsible for approving the selected reports.

To get a complete list of reminders that you can automate on Fyle, you can refer to this article.

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