Admin

Getting Started As an Administrator

MyExpenses for Administrators

Add / update coding

From the Administration menu, select General and Coding Settings. From this screen you can switch on/off various coding levels to be used. Click on the Code Type name at category level coding to enter the coding option screen below. This screen has

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Add a mileage rate

From the Expenses and mileage rates option within Administration we can view and edit current rates and enter new rates. Rate Change Points Different rates can be entered based on the number of miles accumulated. Click on the Edit rate change

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Add an allowance claim type

To add an allowance claim type you will need to go to the Administration settings, then Expenses. From there you will need to open Categories. Click the Add new button. From here you can create allowance claim types using the Main category details, Allowance and Allowance rates sections. To

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Adding hourly rates

Navigate to Administration in the side bar, then under the Expenses options, click 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, where you

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Creating a claim type

On the sidebar, click Administration. Then click Expenses and select Claim Types. From the Claim Types page, to add a new claim type click Add a new claim type. Fill in the relevant information for the expense type, once you are happy click Save.

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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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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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Personal mileage set up

In the Mileage Rates settings, 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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Self Registration Settings

Self registration allows new users to register their details themselves. Self registration settings are defined in the Administration area and once configured should not be changed. If you are unsure about altering these settings, please speak to our Helpdesk team.

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Create a new account

From the Dashboard, click on the cog icon in the Accounts section, use the Create or edit account link to view a full list of accounts and add new ones. The main screen lists all accounts by claimant currently setup on

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Fuel & Mileage (Personal Mileage Setup)

In order to use Fuel & Mileage for personal mileage, this must be enabled on your site. When it is active, the following steps will guide you through the setup. Create a mileage policy in the administration settings. Update the

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