CloseAccuracy

Receipt Gap Chase

Asks employees for the receipts missing from expenses already submitted for reimbursement.

Part of Expense reconciliation

Tools

Expensify, Ramp, Brex

Outcomes

Missing receipts collected before the payroll cutoff • Fewer expenses held out of the run

Documentation

Instruction-ready detail below

<in:schedule>Every Friday at 3:00pm</in:schedule>, find <in:spreadsheets>submitted expenses with no receipt</in:spreadsheets> and <email>email</email> each employee the specific items to attach.

Instruction file

<in:schedule>Every Friday at 3:00pm</in:schedule>, find <in:spreadsheets>submitted expenses with no receipt</in:spreadsheets> and <email>email</email> each employee the specific items to attach.

Setup requirements

Tools

Expensify, Ramp, Brex

Trigger

Every Friday at 3:00pm

Setup time

10 minutes

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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