To improve the process of collecting receipts, simply set up 'Receipt Reminders'. With this feature activated, card users will receive an email every Monday listing transactions from the previous week that are missing receipts, and a monthly summary email on the 2nd of each month.
Note: Receipt Reminders can only be activated for cards that are ‘Active’ and have assigned card users.
How to Activate:
Go to the Card Details page.
Toggle the receipt reminders on or off in the Notifications block.
In the Expense Cards view, check the “Receipt Reminders” column to see the settings for each card.
Roles authorized to manage notifications: Client Portal users with these roles can activate and deactivate notifications:
Admin
CFO
Accountant
How does 'Receipt Reminders' works?
Once you've enabled receipt reminders, card users will receive regular email notifications with a list of transactions that are missing receipts. Here's how the reminders work:
Weekly email reminders:
When: Every Monday
What: This email will include a summary of transactions from the previous week that do not have receipts attached. This helps card users stay on top of their missing receipts regularly.
Monthly email reminders:
When: On the 2nd day of each month
What: This email will list all transactions from the previous month that are still missing receipts. It serves as a final reminder to ensure all receipts are attached before the monthly accounting deadline.
Note: If the 2nd day of the month falls on a weekend, the email will be sent on the next business day, Monday, at 12pm Estonian Time (GMT+3).
Good to know:
Receipt reminders are only available for active cards with a user assigned.
Cards in statuses like “Ordered”, “Blocked”, or “Expired” cannot have receipt reminders activated.
If a user is assigned to multiple cards, they will receive separate emails for each card.