Notifications and reminders
MileageSheet tells you when something needs you or has changed. You see the message in the application and, for the ones that need action, also by email with a link straight to the sheet.
Where you see them
Section titled “Where you see them”- The bell at the top of every screen shows how many are unread and the latest ones. Choose View all to open the Notifications screen.
- Welcome lists your 8 most recent notifications from the last 30 days.
- The Notifications screen lists them for the period you choose: 7 days, 30 days, 60 days or 90 days.
- Unread messages are shown more strongly than read ones. Choosing one in the bell marks it read. Nothing is deleted: older messages are kept, just not listed.
A short toast also appears at the top right after you do something, such as “Saved.” It fades after a few seconds and never moves the page.
What you can be told
Section titled “What you can be told”| Message | Who receives it | When |
|---|---|---|
| Approval required | The assigned approvers | A sheet is submitted |
| Sheet approved | The employee and the approvers | A sheet is approved |
| Sheet returned | The employee | An approver returns it, with the reason |
| Approval reminder | The assigned approvers | A sheet has waited as long as the company’s reminder interval |
| Approval escalation | Managers and administrators | A sheet has waited as long as the escalation interval |
| Reviewer changed / Review required | The employee / the new approver | An approver on a waiting sheet is replaced |
| Your trial ends soon, Your trial has ended, Payment failed, Subscription will end, You have more users than your plan covers | Administrators | Billing events. See Billing and the free trial |
| Mileage rates updated / Subsistence rates updated | Administrators and managers | The official rates for your country changed. Draft sheets are recalculated. Custom scheme rates are not replaced |
| Draft mileage recalculated / Draft subsistence recalculated | The employee | A rate change altered an amount on one of their Draft sheets. Submitted, approved and processed sheets never change |
| Email was not delivered | Administrators | A workflow email could not be sent. The sheet itself is not changed |
Reminders and escalations are optional. An Administrator turns them on and sets the number of days. See Reminders and escalations.
Sign-in related emails (verification and password reset) always go to the person. Workflow emails carry a Review the sheet link to the sheet. A link opens the sheet after you sign in, and takes you back to it if you were signed out.