While you can track the tasks pending on you and finish them, there might be tasks pending on your employees' side, like verifying the account, reporting the expenses, and adding a bank account for which you need to remind them at regular intervals.
From the Tasks Dashboard on Fyle, you can send reminders to your employees on the pending tasks on them.
Here are the various types of reminders you can see in this section based on your account configuration:
Unverified employees: Employees onboarded to Fyle but have not verified on Fyle. You can send reminders to verify and start reporting the expenses.
Employees who didn't add a bank account: As you need to process reimbursements for the expenses incurred by employees, Employees need to add their bank account on Fyle to get the reimbursements.
Incomplete expenses: If the employees don't fill the mandatory fields on the expenses or don't attach receipts, the expenses remain incomplete. The employees can't report those expenses unless they are complete.
Unreported expenses: After the expenses are duly filled, the employees must submit the expense reports for approval. This reminder helps your employees add the expenses to the expense reports and submit them for approval.
Unapproved expense reports: After your employees submit the expense reports, it's on the Approver to Approve/Send back the expense report. This reminder helps the approvers to finish their task of approving expense reports.
Unverified Expense Reports: Reminder for your verifiers who haven't verified the expense reports pending on them.
You need to enable Mandatory Verification and have a Verifier in your organization to send this reminder.
Pending Reimbursements: Reminder for your payment processors to process the pending payments to your employees.
You need to have a Payment Processor in your organization to send this reminder.
Visa Real-Time Feed
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.
Mastercard Real-Time Feed
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.
Sending Manual Reminders
To send out the reminder manually, hover your arrow over the reminder and click on the Remind button on the right of the reminder name.
A pop-up box will open where the employees that qualify for receiving the reminder will be selected by default and an auto-generated reminder message will be filled in. You can customize both of these details.
If you wish the manually customize the list of employees that the reminder should go out to, click on the Edit icon beside the number of selected employees.
Use the checkboxes to select/deselect any employees and click on the Save button to record your changes.
Once you have customized the reminder as per your requirement, click on Send Reminder to proceed.
After sending the manual reminders, you will get an option to schedule automatic reminders for the employees at regular intervals. You can automate reminders to reduce the manual effort of sending these out.
NOTE: You can send a reminder for a type once a day. If you wish to send multiple reminders of the same type (Incomplete expenses, etc.), you need to wait 24 hours after sending the first reminder.
To learn more about the functions you can carry out on the Tasks Dashboard, click here.