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July 20, 2020

Vehicle Category

Vehicle categories denote the fuel type and engine size of the vehicle and are used to find the correct mileage rate to re-imburse the claimant. There are already categories set up on the system for Petrol, Diesel and LPG cars,

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Using Report Views

Report Views provides a series a reports which can be customised, enabling more flexibility on the presentation of your data than our standard reports may offer. From the side menu on the Dashboard go to Reporting > Report Views. Each

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Users and Groups

From this screen you can add, edit and delete new users and assign user groups or departments. Click on the pencil next to a user group description. Click on the Edit users button to view the users on the system.

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Standard User Reports

To display the list of the reports click on the Reports button located on the side menu. From here you can select from the list of reports available to you. All reports can be exported in various formats. To do this,

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Updating home/work address

In order to update your work address on your user profile, you must request this change from your expenses / payroll department. The home address can be changed from your user profile screen. In order for the home address to

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Restore Deleted Expense Claims

In order to restore claims that have been accidentally deleted navigate to the My Claims page. This is accessible from the side menu under Expenses. Once in the My Claims page, click the filter button.   Click on the Deleted button in

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Tickets

Create and view all tickets open and available to you. Tickets are active items that require actions from you or others, such as personal information requests, or policy reviews. Use the filters to customise the view to suit you current

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Ticket events

Create a new event So that any data requirements are all handled in the same way we recommend setting up events with tasks to be followed by your team. From the cog icon on the Dashboard select the Ticket events

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System Notifications

It is possible to add login messages to the system in order to notify claimants about certain policies or notices that employees will need to know. This message can be shown on the login screen and / or dashboard of

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