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Let's talk about weekly reminders from Concierge
If you’ve been using Expensify frequently as an individual user, employee, or administrator, you’ve probably received an email like this one:
This is Concierge’s Weekly Reminder Email, which is designed to remind folks that there are reports that need their attention. Generated every weekend, the reminder email works to provide you with a list of actionable reports at the beginning of each business week:
- Open reports that need to be submitted
- Open reports with violations that need to be fixed
- Processing reports that are awaiting approval
- Approved reports awaiting reimbursement
- Reports that are awaiting export to your accounting software
This email is a pretty common point of contact from our customers, especially because many folks have reported that they don’t quite understand where this email comes from, how to resolve it, or how to just turn it off entirely.
So, where does this email come from? Concierge looks for reports that are being tracked in your Inbox. Look for the task that says "Here's the list of reports that need your attention.":
Once you’ve resolved all of the items listed in this task, you’ll no longer receive reminders from Concierge. It’s that simple!
All of that said, some customers have reported that the timing of the email might not work with their desired workflow in Expensify. For example, some users tend to submit their reports on a monthly basis and leave their reports Open for an extended period. As a result, the weekly reminder can feel a bit excessive.
In an effort to adjust the feature to be actionable and helpful for as many users as possible, we’re definitely looking into ways to improve reminders going forward. The Expensify team heavily values user feedback when molding the product, and we would love to work with you to improve reminders going forward.
Note: For transparency’s sake, it should be noted that weekly reminders are an extension of Concierge. We don’t currently have any plans to allow folks to disable Concierge at any point in the near future.
If we take a measured and collaborative approach, we can build the perfect reminder system that caters to all types of Expensify users. Please take a moment to share any ideas you have for improving how and when you receive the weekly reminder email in the comments below!