An auto reminder policy allows customers to set up automated notifications to prompt individuals about tasks, ensuring important commitments are not missed.

You can set up an auto reminder policy for:

1. Users with missing items related to transactions (e.g., receipts, memos, spend categories). 
2. Approvers with pending approval requests for budgets. 
3. Approvers with pending approval requests for trips. 

Mesh suggests the following default values, which you could change to meet your needs.

• Send reminders to users missing items on their transactions once a week, on Mondays, with the option of not sending reminders for transactions older than 30 days.  
• Send reminders to budget approvers if they do not approve the request within 48 hours.
• Send reminders to trip approvers if they do not approve the request within 12 hours.  

To set up the auto reminder, navigate to the Company Settings page, scroll to the Auto reminders section, click on the Manage-auto-reminders button, check the relevant boxes, and click the Save button to store your selections.

The following example shows an email notifying the recipient about missing receipts.

Note:

Users with an Admin or Pro profile can send email reminders to attach receipts to the owner of a specific card by clicking on the three dots next to a transaction and selecting Send Missing Receipt Reminder.

In addition, it is possible to send company-wide reminders by clicking the three dots in the upper right corner of the transactions page and then clicking Send Missing Receipt Reminders.