In SVB T&E, admins always have the ability to manually remind an employee to submit a transaction on each pending transaction. By enabling global notifications, admins can create automatic reminders for cardholders and/ or approvers.
Notifications can be set for:
- Weekly on a given day
- Monthly on a given date
- According to particular inaction on employee's part after “x” business days
The cardholder or approver will receive the notification via email. Only the notifications can be set by the administrator. Employees will not have the ability to disable the notifications in their personal settings.
Enabling Automated Reminders
Step 1: Click the Gear icon in the upper right-hand corner to open the Company Settings page.
Step 2: Under the Global Notifications tab, enable automated reminders for cardholders to submit expenses by switching the toggle On.
Step 3: Set the reminder cadence. Either select a “x” business days after a transaction was posted or choose a frequency for a reminder to be sent for all pending transactions to be submitted.
This general reminder can be sent out weekly, biweekly or monthly from a chosen start date.
Step 4: Enable automated reminders for managers to approve expenses by switching the toggle On.
Step 5: Set the reminder cadence. Either select a “x” business days after a submitted transaction was posted or choose a frequency for a reminder to be sent for all pending expenses and transactions to be reviewed.
This general reminder can be sent out weekly, biweekly or monthly from a chosen start date.
Step 6: Click Save at the bottom of the page to finish enabling the reminders.