Want to know when the holders of a corporate card can submit their expense report? T&E Express now notifies you by email, so you can follow up without having to keep checking the system.
Every time a card’s period is closed, the system notifies the cardholders that they can now report their expenses. At that same moment, you receive an email with the card name, the period, and the date and time when the cardholders were notified.
When do you receive the email?
You receive it every time a card’s period is closed, whether because:
the card statement was uploaded
the reconciliation was completed
the period’s closing date was reached
a card was assigned after its closing date had already passed
If several cards are closed at the same time, you receive one email for each card, so you have each card’s information separately.
Who receives it?
All users with access to the Card Statements screen. The notification is enabled by default, so you don’t need to do anything to start receiving it.
This notice is sent by email only: it does not appear in the system’s notification bell.
Prefer not to receive it?
You can turn it off from your profile. Go to Settings > Profile and preferences in T&E Express, or directly from the “Go to Profile and preferences” button in the email. At the end of the notifications list, find “Cardholders notified” and uncheck the box.
If you change your mind later, the option will still be there so you can turn it back on whenever you want.