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Set your business-wide email notification preferences

Decide when employees receive email alerts from Expense Management.

Updated this week

As an admin, you can control which email notifications are sent to employees about their expenses and expense reports. You can make changes to the business-wide email notification preferences at any time.

To manage business-wide notifications, select the Settings tab in the left panel.

Select the Notifications & reminders tab.

Scroll down to the Business-wide email notifications section on the page.

Select your preference using the checkboxes near each notification type.

Expenses

  • When an expense is created via email: An email will be sent to users once an expense is created after forwarding receipts via email.

  • ​When a comment is left on an expense: An email will be sent to users if their approver or admin has left a comment on an expense.

  • ​When an approver/admin removes an expense from the report: An email will be sent to users if an expense is removed from their expense report by their approver or admin.

  • ​When an approver/admin edits an expense: An email will be sent to users if an approver or admin makes any edits to their expense.

Expense reports

  • When an expense report is submitted: An email will be sent to users once their expense reports are submitted to their approver or admin for approval.

  • When an expense report is sent back: An email will be sent to users if their expense report has been sent back by their approver or admin.

  • When a comment is left on a report: An email will be sent to users if their approver or admin adds a comment on a submitted report.

  • When a report is approved: An email will be sent to users once the report has been approved by their approver or admin.

Once you select the checkboxes, the selected emails will be sent to your employees after the corresponding action has been taken on their expenses and expense reports.

If you need further assistance with business-wide email notifications, contact our support team at support@capitalone-fylehq.com.

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