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.
@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: