Managers and Administrators can send reminders to employees for outstanding expenses that remain in the Open tab without being submitted for approval. Both individual and bulk reminder options are available directly from the Expenses section under Spend Management.
How do I enable or disable the Policy Enforcer?
What is the Policy Enforcer and how does it work?
What is the Document Processor?
How do I select an expense to send a reminder
How do I move an attachment to the correct card expense in OFX?
How do I search for specific expenses using Search Bar?
How do I control which fields are auto-filled by AI and OCR during Expense capture?
How do I map expense categories from OFX to Xero?
How do I categorize Expenses?