As Finance, you're constantly running after employees who delay expense submission, and approvers who don't approve/reject reports on time. This highly manual process is laden with problems.
There are a few problems with that
- You might miss reminding some employees, leading to complications.
- Manually separating employees that have already submitted and those who haven't is time-consuming.
- Approvers might not approve an expense on time which leads to employees not getting their reimbursements.
We solved all of these problems with a simple solution - automated reminders. Built right into the Fyle platform, it automates your reminder alerts, so you do not have to send out reminders again manually.
How does it work?
As an admin, you can use the Reminders feature to schedule automatic reminders for employees and approvers regarding their tasks on Fyle. Simply go to the organization settings, and click on "Notifications" under the account settings. Here, you can set up multiple reminders for various tasks.
- Reminder for employees to submit their expenses in an expense report.
- Reminder for employees who haven't fyled their expenses in the last 30 days.
- Reminder for unverified employees to accept their Fyle invitation.
- Reminder for employees to match their corporate card expenses to their respective card transactions.
- Reminder for approvers to approve pending reports.
- Reminder for approvers to approve pending advance requests.
The reminders can be scheduled to be sent weekly or monthly to the employees. You can choose the day or date and time for when you want the reminder to be sent. You also have an option to add a custom message of your own. These reminders will be sent as emails and can also be added to their calendars. That's it! Fyle will now send out all your reminders automatically, and you will not have to send out any more manual reminders.
Dynamic email reminder
To make things even easier for you, we've made the reminder emails more interactive. With dynamic reminders, you can submit:
- Expenses from all categories, or
- Expenses just from mileage category, or
- Expenses from a particular project
The expenses you've selected will be submitted as an expense report to your manager for approval. After reporting the expenses, if you have any draft reports in your account, you can submit those as well - without ever leaving your Gmail inbox!
Automate repetitive tasks with Fyle
Our objective at Fyle is to make expense management painless and easy for employees and Finance teams. We do all the heavy lifting while you can focus on other critical tasks. Something as simple as automating reminders can save you hours and manual effort. Feel free to schedule a demo with us to learn more about Fyle.
