Approval reminders are automatic email notifications sent to approvers with outstanding approval requests.
To set up approvals, see:
Important: Only Admin users can configure Approval reminders. This includes accountants and bookkeepers accessing a client account.
Set up approval reminders
To set up approval reminders in Dext, go to Business settings and enable the reminders toggle:
Go to Business settings > Approvals > Reminders.
Set the Enable approval reminders toggle to Yes.
Select the day or days you want reminders to send.
Select a time: 9:00 AM, Noon, or 5:00 PM.
Reminders apply to all approval types - Costs, Sales, and Expense claims.
Note: Dext detects each approver's timezone automatically when they log in. If a reminder is sent at the wrong time, the approver can update their timezone in User settings.
What approvers receive
When a reminder is due, approvers receive an email listing the number of items pending their approval for each account. The email includes a Review cost items link to take them directly to their approval queue in Dext.
Approvers can manage their own notification preferences using the Edit approval notification settings link in the email or from their User settings.