Table of Contents

I. OVERVIEW II. Feature Detail A. Pre‑requisites & Configuration a. Download and Install the Latest ProSpend App on your iOS or Android Device b. Aligning Push Notifications with Email Configuration B. Mobile Push Notifications Spend Created Spend Status Change Spend Submitted Spend Cancelled Spend Submit Reminder Spend Approval Reminders First Expense Claim Created New Unlinked Cards Card Issued Card Order Cancelled Card Status/Limits Changed Low Balance Notification Supplier Updated Supplier Validation Acknowledged Supplier Validation Updated Close Purchase Order Reopen Purchase Order Invoice Payment Info Acknowledged Invoice Payment Info Updated Approver Changed New Note Added Delegate Assigned

I. OVERVIEW

ProSpend currently relies exclusively on email notifications to communicate system events (such as spend creation, approvals, rejections, and etc.). As operational teams shift toward real-time workflows, this email-only model creates significant friction, including delayed approvals, cluttered inboxes, and a lack of platform visibility.

Soon, we are introducing push notifications for our mobile app. This will support delivery notifications for both Apple (iOS) and Android devices.

Push notifications deliver targeted messages directly to users' devices that are registered with ProSpend. Push notifications keep users instantly informed of spend events and transactions. This manual outlines specific alerts and updates the users will receive.

Enable push notifications in your device settings to receive instant account updates from ProSpend. You can turn these notifications off at any time through your device's settings.

II. Feature Detail

A. Pre‑requisites & Configuration

a. Download and Install the Latest ProSpend App on your iOS or Android Device

Go to App Store or Google Play.
Search for “ProSpend” and install the app.
1. https://apps.apple.com/ph/app/prospend-expense-manager/id1500361294 - minimum version - 1.4.0
2. https://play.google.com/store/apps/details?id=com.expense_manager.ems - minimum version - 1.3.0
To receive the Push Notification on your Mobile Devices:
1. When launching the ProSpend app for the first time, the system will prompt you to enable push notifications.
  1. To opt in: Select Allow when prompted.
  2. To enable later: Go to your device settings, locate the ProSpend app, and toggle notifications on.
2. If you no longer wish to receive these notifications, you can disable them at any time through your device settings.
Ensure you have a valid account from ProSpend and use your login.

b. Aligning Push Notifications with Email Configuration

Push notifications rely on the existing email settings. If an email notification is disabled in your ProSpend instance, the users won’t receive both emails and push notifications for that action. For example - disabling claim submitted emails prevents the approver from receiving both email and mobile push notifications.

B. Mobile Push Notifications

After turning on push notifications, you will receive real-time updates for the following activities:

Spend Created

The following notification will be received by the claimant. This notifies the claimant that a new expense claim or an invoice has been automatically created and is ready for them to review and submit. Clicking the notification redirects the user to the spend screen.

Spend Status Change

The following notification will be received by the claimant. This notifies the claimant whether their spend was approved or rejected/returned. Clicking the notification redirects the user to the spend screen.

Spend Submitted

The following notification will be received by the approver. This informs the approver that a specific spend has been submitted for approval. Clicking the notification redirects the user to the spend screen.

Spend Cancelled

The following notification will be received by the claimant. This informs the claimant that a specific spend has been cancelled and by whom. Clicking the notification redirects the user to the spend screen.

Spend Submit Reminder

The following notification will be received by the claimant. This reminds claimants that a spend is overdue for submission to their approver. Clicking the notification redirects the user to the spend screen.

Spend Approval Reminders

The following notification will be received by the approver. This notifies the approver that a spend submitted to them is overdue for approval. Shows the submission date and asks them to log in and action it. Clicking the notification redirects the user to the spend screen.

First Expense Claim Created

The following notification will be received by the cardholder or the claimant. This welcomes the claimant to expense management for their new card. Explains they can update expenses via mobile or desktop. Clicking the notification redirects the user to the spend screen.

New Unlinked Cards

The following notification will be received by the admin. This alerts the administrator that a credit card feed contains cards that are not linked to any claimant in ProSpend. It includes the count and asks the admin to review and link them. Clicking this notification will take the user to the homepage or login screen. Please note that administrative features must be accessed via a desktop browser.

Card Issued

The following notification will be received by the cardholder. This notifies the cardholder they have been issued a new card and where to find it in ProSpend (Cards screen under Treasury). Clicking the notification redirects the user to the cards screen.

Card Order Cancelled

The following notification will be received by the cardholder. This notifies the cardholder that their pending card order was cancelled. Shows the card type and the lifetime limit that had been requested. Tells them to submit a new request if they still need a card. Clicking the notification redirects the user to the card request screen.

Card Status/Limits Changed

The following notification will be received by the cardholder. This notifies the cardholder that there are changes to their cards. Clicking the notification redirects the user to the cards screen.

Low Balance Notification

The following notification will be received by the admin. This warns the finance team that a currency balance pool used for virtual cards has dropped below the minimum threshold. Cards linked to this pool may not be able to transact until funds are added. Advised them to log in to the web app to check their balance.

Clicking this notification will take the user to the homepage or login screen. Please note that administrative features must be accessed via a desktop browser.

Supplier Updated

The following notification will be received by the claimant. This notifies the claimant that the supplier on their invoice/PO has been updated and they can now take action (submit/approve/etc.). Clicking the notification redirects the user to the supplier invoice or PO screen.

If multiple invoices or POs are updated, the notification will indicate the count of updated invoices.

Supplier Validation Acknowledged

The following notification will be received by the claimant. This notifies the claimant that the supplier on their invoice has been validated and they can now submit the invoice. Clicking the notification redirects the user to the supplier invoice screen.

Supplier Validation Updated

The following notification will be received by the claimant. This notifies the claimant that a payer has acknowledged/bypassed the supplier validation check for their specific invoice and they can now submit it for approval. Clicking the notification redirects the user to the supplier invoice screen.

If multiple invoices or POs are updated, the notification will indicate the count of updated invoices/POs.

Close Purchase Order

The following notification will be received by the claimant. This notifies the claimant that their Purchase Order has been closed, showing the supplier name, PO Number, and total amount. Clicking the notification redirects the user to the purchase order screen.

Reopen Purchase Order

The following notification will be received by the claimant. This notifies the claimant that their Purchase Order has been reopened, showing the supplier name, PO Number, and total amount. Clicking the notification redirects the user to the purchase order screen.

Invoice Payment Info Acknowledged

The following notification will be received by the claimant. This notifies the claimant that a payer has acknowledged the discrepancy in their invoice's payment info and they can now log in and submit the invoice. Clicking the notification redirects the user to the supplier invoice screen.

Invoice Payment Info Updated

The following notification will be received by the claimant. This notifies the claimant that the supplier's payment information has been corrected and they can now submit their invoice. Clicking the notification redirects the user to the supplier invoice screen.

If multiple invoices are updated, the notification will indicate the count of updated invoices.

Approver Changed

The following notification will be received by the previous approver. This notifies the original approver that a spend previously assigned to them has been reassigned to someone else and shows who the new approver is. Clicking the notification redirects the user to the spend screen.

If multiple spend records are reassigned, the notification will indicate the count of reassigned claims.

New Note Added

The following notification will be received by the claimant. This notifies them that the payer has added a note to their spend, showing the spend type and spend ID. Clicking the notification redirects the user to the spend screen.

Delegate Assigned

The following notification will be received by delegated users. This informs them that they have been assigned as a delegate and lists all claimants, along with the count of accounts they now represent. Clicking the notification redirects the user to the spend screen.

If a user has multiple delegated accounts, the notification will display the total number of active delegations.

notices alerts

IOS	Android

Push Notifications

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