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.
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