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Creating new claim

Undeleting Expense Claims

In order to undelete claims that have been accidentally deleted navigate to the View my expense claims page. This is accessible from the side menu going to Expenses, MyClaims. Once in the View my expense claims page, click the filter button. Click

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Recalling Expense Claims

We have added new functionality to the system so claimants now have the ability to recall expense claims. This is especially useful in situations where the claimant has entered incorrect information on the claim and needs to recall the claim

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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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Notes

The notes section allows you to provide extra information relating to this line item, this can then be viewed by your Manager.

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Save a journey as a favourite

Adding a favourite to my expense claim A favourite needs to exist before it can be used within an expense claim. A favourite can be added by the company or yourself. Personal favourites are added through the claim mileage entry

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Mileage claim – Adding Passengers

Adding passengers Click on the Add button as highlighted below to add any additional passengers. Any additional miles need to be added before entering a passenger onto the claim. The additional peoples names should be added to the Name field, this is

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Editing returned claim lines

When a claim line has been denied by a manager it is returned to the claimant. If the values or date needs changing use: The Pencil icon to open up and edit the claim line. The Bin icon deletes the claim line. The Paperclip will

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Create a new expense claim

Click Add a new claim to start. Mandatory Fields are marked in yellow and must be completed in order to save the claim line. Claim Type is a pre-defined list and if there is only one type available this will auto select

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Create a new mileage postcode entry claim line

Assuming you have already followed the Manually create a new claim guide you will be presented with a screen similar to the below screenshot with a receipt preview box, currently this is set to No receipt selected. You can change this by

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Create new direct mileage entry claim line

Assuming you have already followed the Manually create a new claim guide you will be presented with a screen similar to the below screenshot with a receipt preview box, currently this is set to No receipt selected. You can change this by

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