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andrea-steele
Occasional Member - Level 1

Email Reminders-Setting up Rules & Conditions

Is anyone willing to share screen shots of their rules and conditions for email reminders on unsubmitted transactions?  Looking to set up reminders at the 30, 45 and 60 day mark with very specific verbiage in the email for each one. 

6 REPLIES 6
TammyK
Occasional Member - Level 3

Hi Andrea,  I'll be happy to share.  Here is our "Overdue Company Card Transactions - 30 Days".  I may need to send a few replies.  The copy/paste feature may not capture a full view of my screen.

TammyK_0-1632164193232.png

 

 

TammyK
Occasional Member - Level 3

Here is Part 2, "The Rules" to the Email Reminder I posted,  

TammyK_0-1632164358078.png

 

 

TammyK
Occasional Member - Level 3

These are the "Conditions" to the Email Reminder Rule;

TammyK_1-1632164479982.png

TammyK_2-1632164522537.png

 

 

 

TammyK
Occasional Member - Level 3

Sorry, let me try pasting again.

TammyK_0-1632165629717.png

 

 

TammyK
Occasional Member - Level 3

TammyK_1-1632165663397.png

 

 

TammyK
Occasional Member - Level 3

TammyK_2-1632165706704.png

 

Dear %2%, You have %3% outstanding credit card transactions that have not been submitted. %1%

Please disregard this notification if your outstanding transaction is airfare for a future trip.  Then, please include this expense on your future Travel Expense Report.