The Missing documents section shows all bank feed and Apron Card transactions that are missing supporting documentation. Once you assign transactions to team members, you can send them a notification asking for the documents.
How reminders work
You control when notifications are sent. When you're ready to chase missing paperwork, select all the transactions you want to chase and click on "Request" to notify everyone who has assigned transactions in Missing status. Each person receives a single grouped notification covering all their outstanding transactions.
No notifications are sent automatically. Your team only hears from Apron when you decide to send a request.
How reminders are delivered
Email: A summary of all assigned transactions with direct links to upload documents.
Push notification (Mobile): Sent if the team member has the Apron mobile app installed. Tapping opens the missing documents list.
Both channels are sent simultaneously — no separate configuration needed.
Sending a request
Go to Missing documents
Select multiple transactions and click on “Request” at the bottom of the screen, or click on “Request” on the right-hand side of an individual transaction
The team members who are assigned to specific transactions will receive a notification, asking them to upload the missing documents
Checking the transaction details
Click on a specific transaction under the Missing documents to see its details and activity log. The activity log shows when the request was last sent and by whom.