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Reminders when a statement is waiting on you

If a statement you added is waiting for your confirmation, we tell you, remind you before it expires, and Roy mentions it in the app.

A statement added through Add files waits for you to confirm it, and it used to expire without a word. We now tell you.

  • You get an in-app notice and an email when a statement is ready to confirm, with the detected source and period and a link.
  • A reminder follows after three days, and another in the last day and a half before it expires.
  • If it does expire, we tell you that too.
  • Roy now mentions statements waiting for you and files with our team.

You will see the notices in the app and by email as a workspace owner or admin.

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