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dawnweygandt
Occasional Member - Level 2

Personal Expense email reminder

We are trying to set up an email reminder to associates when they submit a personal expense on their credit card. Below is the configuration we have in place. So far we have not been able to get it to work.

 

  1. Does it look like I have the configuration correct?
  2. Does the email go to the associate as soon as it is submitted or after it is approved?
  3. If it is after it is approved, is it immediate, or does it go out when the rest of the reminders go out overnight?

dawnweygandt_0-1623174988346.pngdawnweygandt_1-1623175033281.pngdawnweygandt_2-1623175055214.png

 

1 REPLY 1
KevinD
Community Manager
Community Manager

@dawnweygandt your rule looks correct. The only thing I would suggest is for the Reminder Type maybe try Company Card instead of Expense Report. See if that will work. Please report back to me if this works. See my response below on the timing of the email reminders. You'll have to report back tomorrow. 

 

As far as your other two questions:

  1. Does the email go to the associate as soon as it is submitted or after it is approved? I believe once it is saved on an expense report. I don't believe it has to be submitted.
  2. If it is after it is approved, is it immediate, or does it go out when the rest of the reminders go out overnight? All email reminders go out at night. 

Thank you,
Kevin
SAP Concur Community Manager
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