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How to send reminders for missing receipts?
How to send reminders for missing receipts?

Remind users to upload receipts for expenses.

Updated over 2 months ago

Watch our video walk-through:


Admins and bookkeepers can now send email reminders to users who have transactions with missing receipts.


Sending a reminder for receipt uploads:

  1. On the left side of the Truss dashboard, click 'Expenses'.

  2. Click on the specific expense.

  3. Click 'Remind user'.

  4. To confirm, click 'Send'. An email notification will be dispatched to remind the recipient to attach a receipt to their expense.

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