The Tasks page is available to all users on the account, but the page changes based on the user’s role and spending. All users can see the status of their own expenses and reports and tasks they need to complete. Approvers also have a Team section showing the status of the expenses and reports of any employee they’re assigned as an approver to.
As an admin, you have a Business section with additional information about all of your employees’ spending. Admins can also send reminders directly from the Tasks page.
Your tasks section
Your pending tasks for the Expense Management account are shown as a list on the page. There are a variety of tasks you can complete, like:
Add receipts and details for your incomplete expenses
Submit your expense reports
Approve submitted expense reports
Assign a default admin (if not completed during account set up)
Mark approved reports as closed
To complete a task, select the task’s corresponding button to its right. You’ll be directed to a page or pop-up to complete that task.
If you’d like to remove a task from your list, select the dismiss text for the task.
Send reminders section
As an admin, you can send reminders to your employees for their pending tasks from your Tasks page. For full instructions, view the Manually send reminders to your employees help article.
Business section
In the Business section of the Tasks page, you’ll see the status of all employees’ expenses and expense reports.
Your team section
If you’re assigned as an approver to any employee or project, you’ll see the status of the expenses and reports assigned to you for approval in the Your team section.
Your expenses and reports
Like spenders and approvers, you’ll see the status of expenses and expense reports that you’ve made in the Your expenses section and Your expense reports section of the Task page.
If you need further assistance with the Tasks page, contact our support team at support@capitalone-fylehq.com.