Corporate expense management has long been a tedious task for businesses of all sizes. Manual processes, lack of real-time control, and the need to remember each pending receipt to ensure timely reimbursement are part of the daily routine for many administrators and employees.
But what if we told you that this complex chain of tasks can now be simplified, streamlined, and made much more efficient by just activating a new feature?
Here’s How the New Process Works
Receipt reminders revolutionize the way businesses manage this part of the expense documentation process, eliminating the need for manual interventions and reducing human errors. With this feature, Wallester Business offers effective reminder strategies:
- Weekly Emails: Every Monday, users will receive an email with a list of transactions from the previous week that do not have attached receipts. This weekly reminder ensures that each transaction is processed and verified on time.
- Monthly Emails: On the second day of each month, employees will receive an email detailing all transactions from the previous month that still do not have the receipts attached.
All of this happens without manual intervention, significantly reducing the administrative burden for managers, accountants, and CFOs. The reminders are clear and specific, avoiding confusion and enabling employees to act quickly.
Where You Can Manage This New Feature
From a product perspective, you don’t need to install or do anything additional; we’ve taken care of adding this new feature for you.
When logged in to the Wallester Business portal, you will find a new block called “Notification” on the card details page. From there, you can activate or deactivate the Receipt Reminders. In the Expense Cards section, we have added a new column titled “Receipt Reminders”. This column will allow you to see whether the reminders are set to On or Off for each card.
You can now easily filter cards that have Receipt Reminders activated or deactivated.
Try This New Feature Right Now!
Simplify your expense management process, save time, and ensure that your company is always up-to-date with its financial policies. Sign in to your Wallester Business portal and enjoy a more efficient and hassle-free expense management experience today!
