Send reminder emails to your employees
- 3 min.
Expense Management has built-in features that lets you send reminder email to expense users and approvers. This can be handy when people forget to approve and submit expenses in a busy everyday life. There are two different reminder emails you can send, one to expense users and one to approvers.
- The reminder email is sent to expense users when they have open submissions that haven't been sent for approval yet.
- The approval email reminds approvers of unapproved submissions that have been sent to them.
If an employee is both an approver and an expense user, they will receive both reminder emails.
Set up reminder and approval emails
You can choose your own subject for the two types of reminder emails by navigating to the Expense Management Setup page and expanding the Email FastTab.
The subject fields for the two types of emails have default content, and you can edit these if needed.
Next you need to set a reminder code on the Continia User Setup page. To do this, follow these steps:
Go to the Continia User Setup page.
Select the user for which you want to set a reminder code, and select Edit.
Select the three dots on the Expense Reminder Code field.
Select a Reminder Code, and select OK.
Tip
In the Reminder Codes page, you can customize reminder codes by changing the Max No. Of Reminders field, and/or by selecting the Levels action to set different grace periods and reminder texts.
Once the expense reminder codes have been set, return to the relevant expense type cue on the Role Center. From the Administration menu, select the action for Send Reminder Email.
This will send an email to all expense users who have unfinished submissions that haven't been sent for approval yet.
