One of the greatest advantages of the entire Sparados platform is the ability to efficiently and easily store documents that authenticate the credibility of completed transactions — receipts, invoices, settlements. However, sometimes these documents are not added by your employees. In such a case, it's a good idea to send them a reminder about the missing documents. This tutorial will guide you step by step on how to do it.
Push notifications will be sent only on the Sparados mobile app
In the TRANSACTION HISTORY tab, there is a SEND REMINDER button on the right side. After clicking it, a filter screen will appear, where you need to select the time range for which you need the documents.
The reminder will be sent to all users who have not added documents or whose documents are incorrect. The push reminder will be sent only to the Sparados mobile apps and will depend on the selected filters.
After setting the time frame, click SEND REMINDER again to send the message. At the top of the page, you should see a notification confirming the successful completion of the process.
You can also send the reminder through the transaction details. The user will then receive information about just that one transaction for which the attachment is missing.
After entering the selected transaction and scrolling down, in the Receipts section, on the right side, there is a SEND NOTIFICATION button. When pressed, it will perform the same function.
Your employee will receive a notification to attach documents to the transaction.
The "Send Reminder" feature is ideal for improving the efficiency of your company’s operations. By automating reminders, you eliminate the need to manually monitor missing documents, saving time for managers and accountants.
