Having the ability to customize notifications/emails for individual expense types. We have employees that prefer to submit their credit card receipts right away and others that prefer completing the reconciliation process once the credit card transactions (CSV) have been imported. Because of this we are unable to use the reminder notifications since they send a reminder for all unsubmitted expenses. When they enter the receipts right away they are type: reimbursement and are unable to submit until they are matched with a credit card transaction which then changes it to type: credit card. It does not makes sense to get reminders for unsubmitted expenses when the status is still reimbursement and they can not even submit them at that point. It would however make sense to have the option to receive reminders for unsubmitted expenses when they are type: credit card and they have just forgotten to finish submitted etc. We are running into the issue with transactions not being submitted and delaying the approval process.
Brooke Provo
| Company | Fehn Companies |
| Job Title / Role | PR/HR/Safety/Accounting |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
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