Relay helps you stay on top of missing documentation without having to manually follow up. If a cardholder forgets to upload a receipt, you can nudge them directly through Relay with a one-click SMS reminder. The message includes everything they need to upload their receipt — no sign-in is required.
This article shows you how to nudge cardholders and keep your expense documentation complete and audit-ready.
What Is a Nudge?
A “nudge” is a reminder that is sent via SMS (or email) to a cardholder, asking them to upload a receipt for a specific transaction.
Each nudge includes:
- Transaction details (amount, vendor, date)
- A reminder that the receipt is required per your company’s policy
When Should You Send a Nudge?
You can send nudges any time there’s a transaction missing a required receipt — especially:
- Before month-end or close deadlines
- If someone has multiple missing receipts
- As part of a regular review process (weekly or monthly)
How to Nudge Cardholders
- Sign in to your Relay account on your desktop.
- On your Expenses table, filter for Action Required
- Select the transaction requiring a receipt
- Click the bell icon on the bottom to confirm the nudge
The cardholder will immediately receive a notification via SMS or email prompting them to upload a receipt.
Nudging is only available on the web version of Relay.
Frequently Asked Questions
Why can’t I send a nudge?
Currently, only Administrators, Managers, as well as accountants/bookkeepers with Administrator or Super Administrator permissions can send out nudges.
Can I customize when and how nudges are sent?
Nudges can only be sent by clicking the bell icon under the transaction. This means that nudges can be sent only one at a time.
Still have questions? Our team is ready to help! Talk to our Customer Experience team