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Notification Settings

Notifications keep users informed about the status of their submitted expenses as well as the status in the approval workflow; whether received, approved, or rejected. This ensures users stay updated on the status of their expense reports and ensures transparency in the approval process. 

 

Types of Notifications

Depending on your ExpensePoint account setup, your administrator can enable the following notifications to users: 

  • Reports sent to accounting. 

  • Accounting-approved reports. 

  • Declined expenses. 

  • Imported transactions.   

The following notifications can be enabled for Approvers and Accounting users:

  • Reassigned expenses. 

  • Reports sent for review.

If any of these notifications are enabled for your organization, you have the option to unsubscribe/subscribe from them at any time. 

 

Managing your Notification Preferences

To manage your notification preferences, go to the Notification Settings option from the Personal Settings menu on the left-side navigation menu. 

  Notification Settings menu option in the Personal Settings navigation menu in ExpensePoint

The Notifications Settings window will open, offering options to: 

  • Subscribe to email notifications. 

  • Enable/Disable your linked devices.

  Notification Settings window in ExpensePoint

 

Email Notification Options

To subscribe to email notifications, you have two options: 

  • Instant Notifications: Receive email notifications immediately when prompted. This option is useful if you receive a manageable number of expense reports.

  • Daily Summary: Receive one aggregated email notification per day at a set time. This option helps reduce email volume, especially during busy periods.

To subscribe, check the Subscribe to Email Notifications box and choose your preferred option. To unsubscribe, simply uncheck the box.

 

Managing Push Notifications

To disable push notifications on your mobile device or other linked devices (e.g.tablet), click on the device name from the My Mobile Devices list in the Notifications Settings screen. Once you click on any of the available devices, the Disable button will appear. 

Click the Disable button if you intend to disable the notifications from this device. Or click Cancel to disregard this action.