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. Visit Organization Settings > Account > Notifications to set Automatic Reminders.

While onboarding

  • Unverified Employees: Reminder for unverified employees to accept their Fyle invitation. Your employees will be sent emails at regular intervals to verify their Fyle account and use Fyle.

Expenses

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

  • Fyle Expenses: Reminder for employees who haven't added their expenses in the last 30 days.

  • Unreported Expenses: Reminder for employees who have created expenses but haven't submitted the expenses for approval.

Expense Reports

  • Sent Back Expense Reports: If you (or) your approvers find issues with expense reports and send them back to your employees, this reminder will send emails to your employees informing them to resubmit the sent-back expense reports.

  • Unapproved Expense Reports: Reminder for your approvers who haven't approved the expense reports submitted by your employees.

  • Unverified Expense Reports: Reminder for your verifiers who haven't verified the expense reports pending on them.

  • Pending Reimbursements: Reminder for your payment processors to process the pending payments to your employees.

Advances

  • Unapproved Advance Requests: Reminder for approvers to approve pending advance requests.

  • Resubmit Advance Requests: If you (or) your approvers find issues with advance requests and send them back to your employees, this reminder will send emails to your employees informing them to resubmit the sent-back advance requests.

  • Match Expense with Advances: Reminder for employees to match their advance requests to their respective expenses.

Corporate Cards

Visa Real-Time Feed

If your organization is enrolled on Visa Real-Time Feed, you can see these two reminders. Read here to know more about Visa RTF.

  • Cards Connectable to Visa Real-time Feed: Reminder for your employees who haven't connected their cards to Visa RTF.

  • Visa Cards Ready For Verification: Once your employees connect their cards to Visa RTF, they need to verify their cards. This is a reminder for your employees who haven't verified their cards for Visa RTF.

Mastercard Real-Time Feed

If your organization is enrolled on Mastercard Real-Time Feed, you can see this reminder. Read here to know more about Mastercard RTF.

  • Cards Connectable to Mastercard Real-time Feed: Reminder for your employees who haven't connected their cards to Mastercard RTF.

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 the 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 the 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 them 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.

Note:

  • You need to enable Mandatory Verification and have a Verifier in your organization to send Unverified Expense Reports reminders.

  • You need to have a Payment Processor role in your organization to send Pending Reimbursements reminders.

Feel free to reach us at [email protected] for more information.

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