Volopay

Permission Required: Users with the Admin Profile

Regional Availability: Australia, India, Indonesia, Singapore, United States

___________________________________________________________

Reminders for missing details are prompts designed to ensure you don't overlook important information in your tasks, projects, or communications. They help you address gaps by notifying you to include necessary elements such as attachments, or specific data. These reminders can come in various forms, including digital notifications, checklists, or to-do lists. Their main purpose is to help you maintain completeness and accuracy in your work, preventing errors or omissions that could affect the outcome.

Certainly! Here’s a detailed step-by-step explanation:

Begin by navigating to the "Cards" section within Volopay platform.

select the "Expense Overview" option to view an overview of all expense-related data.

click on the "Missing Details" option. This will display a list of transactions that have incomplete information or missing items, such as memos or receipts.

To prompt employees to submit the missing details, click the "Remind" button.

When you click the "Remind" button, the system will automatically send an email to both the relevant employees and their respective managers.

1. Begin by navigating to the "Cards" section within Volopay platform. 
2. select the "Expense Overview" option to view an overview of all expense-related data.
3. click on the "Missing Details" option. This will display a list of transactions that have incomplete information or missing items, such as memos or receipts.
4. To prompt employees to submit the missing details, click the "Remind" button. 
5. When you click the "Remind" button, the system will automatically send an email to both the relevant employees and their respective managers.

Note : Managers may also send bulk reminders in the Inbox tab when selecting multiple transactions.