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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

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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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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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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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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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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