Admin

Getting Started As an Administrator

Payment & interface options

Report Manager

ReportManager works closely with Microsoft Excel to provide the user with a streamlined method of sending and receiving data from remote applications by Point Progress. Using the built-in functionality of Excel, combined with the advanced technology of ReportManager enables data

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Quickbooks Interface OAuth Credentials

To get the necessary credentials you will need to log into Quickbooks. Then go to https://appcenter.intuit.com/Playground/OAuth/IA Enter your consumer key and consumer secret into the two relevant fields (you can copy these from the Quickbooks consumer key/consumer secret boxes in MyExpenses

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Importing credit card statements and matching to claimants

From the Welcome screen within the account section You will see an option called Card Integration Overview The import button must be clicked in order to start the credit card statement upload process. Once this button is clicked the below screen will be presented. The

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Create a finance interface (make payments)

From the Dashboard use the Make payments link to create a file for uploading into your finance system. Click the Create a new batch button to start off. Click the pencil next to a batch name to edit an existing batch.

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User settings

Category options

Split category (Admin)

To create a split category click Administration in the sidebar, then click Expenses and Categories in the Expenses menu. Click the blue Add new button to add a new category. As the category type select Standard purchase (split category) Once selected, the Split category options will appear which includes the two

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Category group admin screen

Located in expenses settings is the category admin grouping screen, this is where you can rename the labels and arrange the order of the category grouping on the claim entry screen. To access the category group screen, click on expenses

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Adding hourly rates

Navigate to Administration in the side bar, then click Expenses and then Categories. Either click Add new to add a new category or click the blue Pencil icon to edit an existing category. Select Hourly rate as the type. This will display an extra section to enter the hourly

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Adding / Amending rates for daily allowance categories

From the administration menu in the side bar navigate to Expenses and then click on Categories. Click the Pencil icon on the Daily Allowance categories in order to enter the category options for this category. On the following screen click on the Edit rates option. The rates

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Add claim category to a group of users

Firstly navigate to ‘Administration’ in the sidebar, then to ‘Expenses’ and then to ‘Categories’. We have added new functionality to the system whereby you can add claim categories to all or multiple users on the system at the same time.

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Add a new claim category

From the Administration menu, select Expense Settings, then Expense categories to either Edit, Remove or Add a claim category. Category List Use the Description to search for an existing category, deleted categories can be viewed by clicking the Deleted button next to Show To Edit an existing category click on

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Expense & mileage settings

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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Personal mileage set up

From the mileage rates screen there is an additional field to add in the reclaim rate for personal miles deducted from an odometer claim. Any miles calculated as personal will generate a separate negative claim line based on the rate

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Mileage policy

Mileage policies or rates are assigned to claimants so that they are correctly reimbursed. For example private and company vehicle rates may need to be split on the same date range to differentiate between rates. Click on expenses within administration

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Mileage date range

A mileage date range is also required to be added to the system in order for claimants to claim on mileage, without a date range the system will not know to use the specific rates you have set up. To

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Fuel card / expense mileage entry

This category is designed to calculate expenses based on fuel cards and the claimants own mileage expenses. To get started click on create a new claim and select the mileage category. Add a receipt, click the pencil icon so that the

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Fuel and Mileage

Claimants enter mileage lines and upload fuel receipts in the usual way, then at the required time can use the Fuel and Mileage option from the side menu to record travel details for that vehicle and mileage category. This screen

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Reports

Using Report Views

From the side menu go to Reporting –> Report Views. Each section contains system reports for key sections of the system. Select the section you need, from Claim Analysis to MyTime and click of on one of the views within

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Report Manager

ReportManager works closely with Microsoft Excel to provide the user with a streamlined method of sending and receiving data from remote applications by Point Progress. Using the built-in functionality of Excel, combined with the advanced technology of ReportManager enables data

Read More »

Expense Team Standard Reports

To display the list of the reports click on the Reports button located on the sidebar. Within the report there is various options to export / save the report or you can just view this within the browser. Clicking on the floppy

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Other

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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Main administration area

The main administration screen for DriverCare is shown below. To access this screen you can either click on the DriverCare link on the top menu bar or scroll down to the duty of care section on your dashboard and click

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Documents & Messages

Documents & Messages are used on the system for adding in messages when a user logs in. These messages will need to be ‘Read and Understood’ by the user in order to bypass the message. From the administration menu select Other

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Applying account adjustments

In order to apply an adjustment for an account first click on Create or edit accounts Once on the next screen, use the filter provided to search for the account you need to apply an adjustment to. Click on apply adjustment

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Amending emails from the system

You can edit the email text that the system sends out for example when a password reset is sent from the system or an approval from a manager. To amend the email text first navigate to Administration in the side bar. Click

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