You can manually trigger submission reminders — notifications to clients who haven't submitted data for the current month. This guide covers the reminder tool.
💡 Tip — Who can use this For platform admins, via the reminders API endpoint.
Quick reference
| Step | Action |
|---|---|
| 1 | Trigger reminders (API-only, no UI page) |
Step 1 — Trigger reminders
Submission reminders are triggered via the admin API (POST /api/admin/reminders), not a dedicated UI page. The endpoint iterates all orgs/workspaces; for each workspace missing a financial_snapshots row for the current month, it notifies the org's client users (a submission_reminder notification) and inserts a tracking row in submission_reminders. It returns the count of reminders sent.
📝 Note — It's a manual trigger There's no automated cron for reminders in the current codebase — an admin triggers them manually via the API when they want to nudge laggard submitters.
💡 Tip — Trigger at a consistent cadence If you use reminders, trigger them on a regular schedule (e.g. mid-month and end-of-month) so clients come to expect the nudge. Avoid over-triggering, which desensitizes clients to the notification.