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Set up reminders for missing documents

Learn how automated weekly reminders and manual "Request now" notifications work for collecting missing documents.

Written by Matvey Dolgodrov
Updated over 3 weeks ago

The Missing documents section shows all bank feed and Apron Card transactions that are missing supporting documentation. Once you assign transactions to team members, Apron can send them reminders automatically — or you can trigger reminders manually at any time.

How reminders work

Reminders are sent to team members who have transactions assigned to them in Missing status. Each person receives a single grouped notification covering all their outstanding transactions.

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.

Automated weekly reminders

Apron automatically sends reminders every Tuesday at 10am. No setup is required — this runs automatically for all companies using the Missing documents feature.

Sending reminders manually with "Request now"

You don't have to wait for the weekly reminder. Click the Request now button in the notification banner to send reminders immediately.

Before sending, you can preview who will be notified:

  1. Click Request now on the notification banner.

  2. A confirmation panel shows the list of team members who will receive the notification, along with how many transactions are assigned to each.

  3. Confirm to send the reminders.

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