Notifications linked to roles and permissions
On Spendesk, some personal notifications can be set up in Settings > Notifications.
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 :
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.