Juni allows 2 ways in which Accountants and Admins can send missing receipt reminders:

(1) How do I send manual reminders for missing receipts?

Accountants, Admins and Owners can send these reminders from the “Accounting” section of the platform.

Steps:

3. Click on Send reminder. The name of the card owner will be automatically selected. You can add more members if you choose to.

4. Click on send.

(2) How do I send manual reminders in bulk for missing receipts?

Accountants, Admins, and Owners can send these reminders using bulk actions from the “Accounting” section of the platform.

Steps:

3. Click on “Bulk Action” button at the bottom

4. Click on “Send attachment reminder”

5. Select the correct names and click on Send.

(3) How do I ensure automated reminders are sent on time?

Juni has built an automated missing receipt reminder feature. Employees will be automatically emailed to remind them to upload their missing receipts at a set frequency. Only Admins, Owners and Accountants can turn this off or change the frequency, and the changes will apply to the whole organisation. The "Buyer/Spender" role cannot change the setting for this notification.

By default, at a company level, the automated reminder for missing receipts will be sent monthly.

Steps:

1. Go to Settings

2. Navigate to “Accounting”

3. Ensure the right frequency is selected

4. Change the frequency if you want to

5. Turn off the toggle if you don’t want any reminders for the whole organisation

(4) What do Daily, Weekly and Monthly mean from a time and date point of view?

Below is how we will send out reminders based on what you have selected from the Accounting setting:

(5) How to turn off the need for receipts for transactions?

If you don’t want receipts for transactions and don’t want card users to be reminded of them, turn this off for transactions using the “Required” toggle