Deep Dive: Resolving outstanding tasks in your Concierge Weekly Reminder email

Options
Sheena Trepanier
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
edited March 2022 in Deep Dive Docs
If there are expense reports awaiting your attention, Concierge will send you a quick summary every week to help you stay on top of things.

If you receive a reminder email, follow these steps:

  1. Click on the hyperlink in the body of the email to jump directly to your Inbox
  2. Look for the task titled "Here's the list of reports that need your attention", and expand it.
  3. Click on the buttons (such as "Submit", "Fix", or "Final Approve") next to each line item to resolve each outstanding task. 

Note that if you don't see any reports in this Inbox task at the end of the week, no reports are directly awaiting your action. This means you won't receive a reminder email at all for the current week. And if you have many reports that require your attention, you may need to take action on some of the reports shown to display the next ones in the queue 👍

When to expect weekly reminders

Weekly reminders are generated over the weekend, typically on Saturday or Sunday. That way, when you start your week, you'll have a nice digest of actionable items waiting for you to dive into.

There is a slight chance you can resolve Inbox tasks shortly before receiving the reminder email. In this case, you would find an empty Inbox and can go about your day confident you're expense reporting is on track for success!

Tagged: