Introduction
As an admin, you can control which email and mobile app push notifications are sent out to users for updates on expenses and expense reports. These notifications are sent out to users on their official email ID and on their mobile devices if they have downloaded the Sage Expense Management mobile app. You can make changes to the notification preferences whenever required.
To set your organization-wide notification preferences, you can follow the steps mentioned below.
Go to Admin Settings > Account > Notifications.
Scroll down to Email and push notifications.
Use the checkbox beside each notification to enable to disable it.
Click on Save to save your preferences.
List of notifications
Sage Expense Management can send the following notifications to your employees, based on your preferences:
Expenses
When an expense is created via email: Sent to users once an expense is created after forwarding receipts via email (from a Secondary Inbox or to your Magic Mail).
When a comment is left on an expense: Sent to users if their approver/admin has left a comment on an expense.
When an approver/admin removes an expense from the report: Sent to users if an expense is removed from their expense report by their approver/admin.
When an approver/admin edits an expense: Sent to users if an approver/admin makes any edits to their expense.
When a corporate card expense is marked as personal: And email will be sent out to users who have admin/finance/owner roles when an employee marks a corporate credit card expense as personal. (this notification cannot be sent out on the mobile app)
Expense Reports
When an expense report is submitted: Sent to users once their expense reports are submitted to their approver/admin for approval.
When an expense report is sent back: Sent to users if their expense report has been sent back by their approver/admin.
When a comment is left on a report: Sent to users if their approver/admin adds a comment on a report that was submitted.
When a report is approved: Sent to users once their report has been approved by their approver/admin.
When reimbursement is processed: Sent to users once their reimbursement has been processed by the finance team.
When a reimbursable expense report is waiting to be processed: An email will be sent out to users with admin/finance/owner/payment-processor roles whenever a report containing reimbursable expenses is approved and ready to be processed. (this notification cannot be sent out on the mobile app)
Note: Your employees will be able to view the notifications that you have allowed for your organization and choose if they want to receive the notifications on email, mobile app or both.