Sending Reminders to Invoice Approvers

Invoices can sometimes be stuck with an approver in their Tasks list.

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

This helps in reducing overdue invoices and delayed payments. 

Remind Actions Users 

1. Go to the Document Management System (DMS) page (File Icon )

2. Select the 'Invoices' tab

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

4. Select 'Remind Action Users'

5. Or, go to the Invoice Summary page

6. Click the three dots next to the 'Approve' button

7. Select 'Remind Action Users'

8. Click 'Remind'

Users can also send these Reminders in Bulk by selecting the checkboxes of the relevant invoices. Once selected they can click the 'Bulk Actions' button in the top right then click the 'Remind Actions Users of [#] documents' from the drop-down menu. 

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 Document History of the Invoice Page.

Organisation Admins should contact us with any further questions regarding this process.