Notifications linked to roles and permissions

On Spendesk, some personal notifications can be set up in Settings > Notifications.

Depending on your role (all plans) and permissions (for the Standard plan) on the platform, several other notifications can be triggered or sent via email, Slack, or the mobile app.

Requesters receive the following notifications :

-On Tuesdays, a recap of the expenses with missing receipts (by email and Slack). Account owners and admins can set the day and time of this notification for the team.

-On Friday, an update of the expenses validated or refused by Finance team or Team approvers (by email). No email is sent if there is nothing to validate.

Controllers receive :

On Mondays at 2PM, an email recap of :

-Expense claims that haven't been approved yet

-Expense claims that have been approved but not reimbursed

-Invoices to approve (unless there's none to approve)

On the Standard plan, team approvers also receive the following notifications :

-An immediate Slack and mobile app notification for expense claims, and Slack notification for mileage requests

-On Mondays, a recap of expense claims that haven't been approved yet. No email is sent if there's nothing to approve.

-Virtual cards and invoice submission requests are sent automatically by email when generated by requesters

On Play by the Rules :

when an admin creates or edits an existing rule, it will automatically notify by email the members assigned to these rules.

Here's an example of email requesters might get :

Capture_d_e_cran_2020-06-02_a__18.15.16.png

 

It is not possible, for now, to turn off these notifications. To know which notifications you can turn on/off or set up, please read our dedicated article here.

Was this article helpful?
0 out of 0 found this helpful