Automated Employee Credit Card Reminder Notifications
Dext currently provides the ability to send reminder notifications to employees regarding outstanding credit card transactions and receipts. However, these reminders must be initiated manually and cannot be scheduled based on predefined filters or criteria.
Recommendation:
Introduce a workflow automation feature that enables administrators to schedule recurring reminder notifications (daily, weekly, fortnightly, or monthly) based on selected filter criteria, such as:
Outstanding receipts.
Missing documentation.
Specific employees or departments.
Transaction age thresholds.
Benefits:
Reduces manual administrative effort.
Improves employee compliance with receipt submission requirements.
Ensures timely collection of supporting documentation.
Provides a more scalable solution for organisations with multiple cardholders.
Enhances visibility and accountability across expense management processes.