How to send recurring expense notifications for credit card tranascations not processed — Cloud Customer Connect
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How to send recurring expense notifications for credit card tranascations not processed

edited Jul 15, 2025 4:08PM in Expenses 7 comments

Summary:

We are looking for a function to periodically remind employees to submit their expenses and the line managers to approve the expense reports.


Content (please ensure you mask any confidential information):

Currently, we have enabled the feature below, but it only sends a notification once when the expenses are imported into the system. 

Enable Notifications for Credit Card Charges

Can the feature be configured to send notifications periodically till the expenses are submitted?

We also need a feature to send reminders periodically to line managers till they approve the expense reports pending.

Version (include the version you are using, if applicable):

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