Admins can now use the Reminders feature to schedule automatic reminders to remind employees and approvers of their tasks on Fyle. We have the following reminders for now.

While onboarding:

  • Reminder for unverified employees to accept their Fyle invitation.

Expenses & Reports

  • Reminder for employees to submit their expenses in an expense report. (This is a dynamic reminder! Read more)

  • Reminder for employees who haven't Fyled their expenses in the last 30 days.

  • Reminder for approvers to approve pending reports.

Advances

  • Reminder for approvers to approve pending advance requests.

Trips

  • Reminder for approvers to approve pending trip requests.

  • Reminder for employees to close their trips.

  • Reminder for travel agents to book/cancel transportation requests.

  • Reminder for travel agents to book/cancel hotel requests.

Corporate Cards

  • Reminder for employees to match their corporate card expenses to their respective card transactions.

The reminders can be scheduled to be sent weekly or monthly to users, based on the requirement. You can choose the day/date and time for when you want the reminder to be sent and you also have an option to add a custom message of your own. These reminders will be sent as emails.

How to set up Automatic Reminders:

  • Go to the Settings page.

  • Go to Account > Notifications. You'll see the section for Reminders.

  • Click on the Add Reminder button

  • Select the required reminder from the drop-down.

  • Set Reminder Type as "Weekly" or "Monthly" based on the requirement.

  • Select Day/Date & Time. Enter the Reminder Message that you want your recipients to see.

  • After completing all the steps, click on Save.

All set, your reminders will now be sent out automatically and you will not require to send out any more manual reminders from the Dashboard

How to edit the Automatic Reminders:

If you want to make changes to the existing reminders you can edit by following the steps below:

  • Go to the Settings page.

  • Go to Account > Notifications. You'll see the section for Reminders.

  • Click on the reminder that you want to edit, this will open up the reminder settings in editable mode.

  • Make the necessary changes and click Save

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