Sending Reminders to Invoice Approvers

Sending Reminders to Invoice Approvers

Invoices can sometimes be stuck with an approver to action.

Remind Action Users can be used to notify and remind the approvers of the pending invoices that need their attention. 

This helps in reducing overdue invoices and delayed payments. 

Remind Actions Users 

1. Go to the Finance page 

2. On the Invoice List page, click the three dots on the right side of the invoice's row 

3. Select 'Remind Action Users'

4. Or go to the Invoice Summary page

5. Scroll down to 'Approvers'

6. Click 'Remind users'

7. Click 'Confirm' to send the reminder email 

On the Invoices List page, users can send reminders in bulk by selecting the checkboxes for the relevant invoices. Once selected, a banner will appear, allowing them to choose the appropriate bulk action for the selected invoices.

Click 'Remind action users' to send the reminders in bulk.

This will send an email and an in-app notification to the user reminding them of the specific invoices that they need to action. 

A history of reminders sent will be displayed in the history of the Invoice Page.

Strata Managers should contact us with any further questions regarding this process.