Understanding Alerts

To make managing your expenses as simple as possible we use alerts to provide a quick visual guide. The alerts are to make sure your expenses align with company policies and to flag any issues that might need your attention.

As a User, when you add an expense or as an Approver when you review an expense, you may see various coloured alerts. Each alert type is colour-coded so you can easily spot what needs to be addressed and what’s simply for information.

Here’s a quick guide to what each alert means and any actions you might need to take.

1. Strict Alerts (Red) ?
   These alerts indicate issues that usually need to be resolved before you can submit an expense. They typically appear when a required detail is missing, or a company policy has been breached.
2. Warning Alerts (Yellow) ⚠️
   These alerts serve as reminders or caution notes. They won’t stop you from submitting the expense, but they highlight something that might be worth double-checking.
3. Informational Labels (Blue) ?
   Blue labels are purely for information, offering helpful details like mileage or CO₂ impact. They don’t require any action but can be useful for tracking.

The aim of alerts is to help make managing your expenses easier. If you see a red alert, it will need to be addressed before submission, while yellow alerts are simply advisory, and blue labels are for information only. 

Helpful Links

How Do I Set Up Alerts?