Set Up Automatic Email Reminders for Reviewers of Pending Invoices Set Up Automatic Email Reminders for Reviewers of Pending Invoices

Set Up Automatic Email Reminders for Reviewers of Pending Invoices

💡 What This Article Covers


📩 When Are Reminder Emails Sent?

  • Reminders are sent on a predefined schedule.

  • Brightflag sends automated reminders to users who have invoices in their Pending Review queue.

  • Emails are only sent if the user has unreviewed invoices at the scheduled notification time.

  • If all invoices are reviewed before that time, no email is sent.


⚙️ How Are Reminders Set Up?

Email reminders are configured at the company level by your Customer Success Manager (CSM) or Brightflag Support.

You can customize:

  • Frequency: Daily, weekly, etc.

  • Send Time: Morning or afternoon

  • Days of the Week: Specific days to send reminders

⚠️ Note: These settings apply globally to all reviewers and cannot be personalized per user.


🛠️ How to Request Changes

To change when or how often reminder emails are sent:

An Admin User must:

Include:

  • Desired frequency

  • Preferred send time

  • Specific days to send

⚠️ Note: No self-service option is available in-app


🚫 What Isn’t Included in Reminder Emails?

  • Invoices that are still In Processing (undergoing AI analysis).

  • Users who have completed all reviews before the scheduled send time.

⏱️ Example

If a user reviews all invoices on Monday morning and the reminder is scheduled for Monday evening, no email will be sent.


📩 Sample Email