As an admin, you can control which email 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. You can make changes to the notification preferences whenever required.

In order to set your organization-wide notification preferences, you can follow the steps mentioned below.

Navigate to admin settings by clicking on the gear icon on the top right corner of your screen, beside your profile.

From the left sidebar click on Account and select Notifications.

Scroll down to Email Notifications.

Using the checkboxes beside the notifications, you can check and uncheck your preference using the checkboxes.

Expenses

When an expense is created via email: An email will be sent to users once an expense is created after forwarding receipts via email (from a Secondary Inbox or to your Fyle Mail).
When a comment is left on an expense: An email will be sent to users if their approver/admin has left a comment on an expense.
When an approver/admin removes an expense from the report: An email will be sent to users if an expense is removed from their expense report by their approver/admin.
When an approver/admin edits an expense: An email will be sent to users if an approver/admin makes any edits to their expense.

Expense Reports

When an expense report is submitted: An email will be sent to users once their expense reports are submitted to their approver/admin for approval.

When an expense report is sent back: An email will be sent to users if their expense report has been sent back by their approver/admin.
When a comment is left on a report: An email will be sent to users if their approver/admin adds a comment on a report that was submitted.
When a report is approved: An email will be sent to users once their report has been approved by their approver/admin.
When reimbursement is processed: An email will be sent to users once their reimbursement has been processed by the finance team.

Once you have selected your preferences, click on Save to record the changes.

Following the steps mentioned, you can easily manage the notifications that are sent out to your users.

To learn more about how to set up automated reminders to be sent to users, click here.



Did this answer your question?