Adding reminders for the approvals
Reminders to approve an invoice after x amount of days... if not approved by x amount of days then moves to their manager for approval. This would take away the need to micro manage the approval workflow process.
Caroline Coombes
shared this idea
Exciting news - approval reminders are now available in Dext!
By default, approvers with outstanding approval requests will receive a summary email on Monday's at 9am.
You can change this setting any time by heading to Business settings -> Approvals -> Reminders:
Feel free to reply to this email with any feedback.
Enjoy!
Anna from the Dext product team
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Tami Klufas
commented
YES PLEASE!! Both manual AND automated (able to be scheduled) reminders would be amazing! Our workflow is to publish every Friday so if we could automate a Thursday approval reminder this would be so so so helpful
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Julie Richardson
commented
For email approval settings the longest time period is hourly, a daily reminder would be useful as hourly is too frequent
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Jon Shepherd
commented
The system we currently use for approvals allows for a timeframe to be set per approval step, i.e. a manager (first approval) has 3 days to approve, then the CFO (final approval) has a week on their step to approve. I would foresee a user getting an initial email that there is an item ready for their approval, then after the allotted timeframe is up, a second reminder is sent.
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Sarah Hargreaves
commented
Automated emails sent to expense report approvers until they approve the report.
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Stacey Smith
commented
Would like to be able to issue automatic reminder emails to an approver if they haven't actioned an expense report after a period of time. This will assist our team greatly! Thanks