What Receipt Chaser does
Receipt Chaser is a feature of Pemo’s Capture Agent. It reminds cardholders to attach missing receipts.
It sends scheduled notifications automatically and warns cardholders before a card is blocked.
How it works
Receipt Chaser reminds cardholders through two kinds of notification.
The first is a scheduled weekly notification. It reaches cardholders who have missing receipts or out-of-policy expenses and prompts them to put things right.
The second is a pre-block warning. Receipt Chaser sends it when a card is at risk of being blocked by the Compliance Officer agent because it is non-compliant.
The cardholder receives the warning before Compliance Officer blocks the card, so the block is never a surprise.
Admins can also send reminders themselves. In the Pemo web app, select Card expenses in the left sidebar, open the Missing info tab and select Send reminder to remind every cardholder with missing receipts at once. In the Pemo mobile app, you send reminders one expense at a time.
Setting it up
Receipt Chaser works alongside your submission policy and the requirements you have set for receipts and fields.
Once those are in place, scheduled weekly notifications and pre-block warnings are sent automatically.
What your team sees
Cardholders receive a weekly reminder listing what they still owe. This could be a missing receipt or an out-of-policy expense.
If a card is close to being blocked, they also receive a warning ahead of the block.
The metric you’ll see
Reminders sent shows how many automatic reminders went out to cardholders.
It combines scheduled weekly out-of-policy notifications and pre-block warnings sent before a card is blocked. Like every Pemo AI agent metric, it covers the previous 30 days at the organization level.
Before any reminder has been sent, the metric shows Nothing to send yet instead of a number.
At the Capture Agent level, you’ll also see Documents processed. This is the total number of documents brought in across every capture channel: direct upload, WhatsApp, and the document inbox.
FAQ
How often are reminders sent?
Weekly for missing receipts and out-of-policy expenses, plus a warning whenever a card is about to be blocked.
Who receives the reminders?
The cardholder responsible for the receipt or expense, not your finance team.
How is this different from Compliance Officer?
Receipt Chaser sends reminders and warnings. Compliance Officer blocks and unblocks the card.
They work together: the warning comes first, followed by the block.
What time period does the metric cover?
The previous 30 days, across your whole organization.