employeereminders
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Finance template

Expense report deadline

Month-end close stalls on the last few expense reports. Remind the people with open expenses and follow up automatically until they’re in.

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Free for up to 25 people a month. Templates and variables are included on Team and Business.

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Your Slack workspaceDirect message
Employee RemindersAPP

Hi {first_name}, please submit your expenses for {period} by {deadline} so we can close the books on time.

Attach receipts and add a business purpose for each claim. Select Done once submitted.

✓ DoneNeed help
Highlighted values are filled in for each send.
SUGGESTED SCHEDULE
  1. Day 0Send monthly as a recurring schedule.
  2. 2 days laterFollow up with anyone who hasn’t submitted.
TIPS
  • Schedule it monthly a week before close.
  • Use a saved audience for people with company cards.
HOW IT WORKS
  • Each person gets a personal Slack DM
  • Follow-ups go only to people who haven’t responded
  • When it’s due, you’re told who’s still outstanding
  • Export who responded and when

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Your next update can work harder

Send it once.
Let the follow-ups do the rest.

Free for up to 25 people a month. No credit card required.

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