Approving Mileage Claims

1. Permissions:

• You will need Approver permissions to access the approvals page. If you do not have these permissions, or a member of your team is missing, please contact the Company Administrator of your account to get this updated.

2. Viewing Claims:

You can view the status of your group claims by clicking through any of the following areas:

• Approvals tab through the main menu - allows you to view all claims regardless of status.
• View Drivers - allows you to view all claims regardless of status.
• Status widgets - allows you to view only the claims with the specific status.

3. Claim Statuses:

Drivers' claims will have the following statuses:

• Not submitted - The driver has not yet submitted their claim for the month.
• Awaiting Approval - The driver has submitted the claim and it is awaiting your approval.
• Awaiting 2nd Approval - The claim is approved by the 1st level approver, awaiting 2nd level approval, where applicable.
• Accepted - Claim approved.
• Rejected - The claim has been rejected and is back with the driver to resubmit.

4. Prompting Drivers:

• You can prompt a driver to complete their claim by clicking Alert if they are at the status Not Submitted.

5. Starting the Approval Process:

• To start the approval process, click View. You will not see the driver's journeys until they have submitted.

6. Viewing Claims:

• You can view the driver's claim as a summary by clicking through to approve the claim.

7. Mileage & Cash Spend Approval:

• Click Mileage & Cash Spend Approval. You will then see the 4 steps to approve the claim.