Set up automatic reminders for your employees

Introduction

Admins can use the Reminders feature to schedule automatic email reminders to remind employees and approvers about their pending tasks on Fyle.

Go to Admin Settings > Account > Notifications
In the Reminders section, click on the Add Reminder button
Select the required reminder from the drop-down.
Set the Reminder Type as "Weekly" or "Monthly" based on your preference.
Select Day/Date & Time. Enter the Reminder Message that you want your recipients to see.
After completing all the steps, click on Save.

This will set up the selected reminder as per the selected frequency. Relevant employees will receive the reminder over email as scheduled.

Here are the different reminders you can set up:

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.

Submit Expenses: Reminder for employees to submit their expenses in an expense report.
Create 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.

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.

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.

If your organization is enrolled on Visa Real-Time Feed, you can see these two reminders.

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.

If your organization is enrolled on Mastercard Real-Time Feed, you can see this reminder.

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