OpenEnvoy sends automated email notifications to help you stay informed and take timely action. This article explains the different types of email notifications, how they work, and how to use them effectively.

📬 Priority Status Email (Daily)

What is it?

The Priority Status Email is a daily summary email sent to all OpenEnvoy users at 10:00 AM UTC. It consolidates jobs that require your attention into one easy-to-navigate message.

What does it include?

• An overview of jobs by key statuses that require your action or approval

• Direct links to OpenEnvoy to view and manage jobs by each status

Which statuses are included?

You will only see jobs where you have been directly assigned for action (owner, team member, reviewer, or approver).

• Pending – Requires your action to continue matching or processing.

• Conflict – A discrepancy has been detected that needs your review.

• For approval – You are the current approver on the job.

• Sync issue – An error occurred syncing this job to your ERP system.

📊 Admin Spend Report Email (Weekly)

What is it?

The Admin Spend Report Email is sent every Monday to all Admin users. It summarizes OpenEnvoy's performance for the previous week.

What metrics are included?

• Value – Total amount of invoices processed

• New expenses – Number of new invoices received

• Overbillings – Total flagged overbilling amount

• Matched & approved – Amount successfully matched and approved

• Amount disputed – Total value of invoices under dispute

• Avg time in dispute – Average days a dispute is unresolved

• Disputes: Win – Value recovered via disputes

• Disputes: Loss – Value lost via disputes

The email includes a button linking directly to the Summary dashboard within OpenEnvoy.

✅ Email-Based Approvals

What is it?

Email Approvals let designated approvers review and act on invoices directly from their inbox—no need to log in to the OpenEnvoy platform.

Each email contains:

• A summary of the invoice

• Approve and Reject buttons

• A direct link to open the job with full details in OpenEnvoy

How do I use it?

Once Email Approvals are enabled in Workspace Settings, you will automatically receive an email when it is your turn to approve a job.

From each email, you can:

• Approve – Completes your approval step (no duplicate action if already approved).

• Reject – Sends the invoice to Conflict status and records the reason for your rejection.

⏱ If the approver changes, OpenEnvoy will wait 5 minutes before sending a new request—just in case edits are still being made.

Team and Role based approvers

If a Team or Role is selected as the approver, all users belonging to that group will receive the approval email.

🔐 Email Sender Information

All OpenEnvoy notification emails are sent from: 📧 no-reply@openenvoy.com