Overview
Send receipt reminders to multiple expense submitters at once instead of following up one by one. This is separate from the existing mass receipt reminder feature for Purchase Orders and Receipts; this one applies specifically to the Expenses module.
Before you begin
Expenses: Update privilege is required.
Your admin can check or update this by navigating to General Settings → Configurations → Manage Privileges.
Steps
In the left navigation, click Expenses, then click Expenses again in the submenu to open the expenses list.
Select the checkboxes next to the draft expenses missing a receipt.
Click the Bulk action button that appears above the list.
Select Send receipt reminder from the dropdown.
ProcureDesk sends a reminder to each selected expense's submitter and shows a "Receipt reminders sent successfully" confirmation.
FAQ
Q: Can I send a reminder for a single expense instead of in bulk?
Yes. Select just one expense's checkbox before choosing Send receipt reminder from the Bulk action menu.
Q: What other bulk actions are available from this menu?
Delete selected, Mark as integrated, Print selected, and Send receipt reminder.